Investment Counsellor

HSBC; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Counsellor to provide tailored investment advice to high net worth clients. In this dynamic role, you will leverage your extensive experience to develop comprehensive investment strategies, ensuring alignment with client objectives. You will collaborate closely with Relationship Managers, delivering the Private Bank’s investment ethos and solutions. This position offers a unique opportunity to thrive in a diverse and inclusive environment, where your expertise will significantly impact clients' financial success. Join a forward-thinking firm committed to professional development and exceptional benefits.

Qualifications

• Extensive experience advising HNW/UHNW clients in a regulated context.
• CISI Level 4 qualified, with a commitment to Level 6 within 12 months.

Responsibilities

• Provide investment advice to HNW clients on Advisory and Discretionary investments.
• Coordinate with Relationship Managers to deliver investment solutions.

Skills

Investment Advice

Client Relationship Management

Communication Skills

Portfolio Management

Knowledge of Asset Classes

Education

CISI Level 4 Qualification

CISI Level 6 Qualification (commitment to achieve)

Job description

If you are a UK based employee wanting to apply for this role please do not apply via this page, instead use this link which will take you to our new platform - https://hsbc.eightfold.ai/careerhub/explore/jobs/563774599765380 - for all non UK based residents wanting to apply please continue with your application via this page.

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.

The role of Investment Counsellor will provide investment advice to the clients of the Private Bank. The client segment will primarily be High Net Worth (HNW), and will potentially include some Ultra High Net Worth (UHNW) clients. This is a highly diverse client base in terms of the complexity of their needs and their previous investment experience. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.

In this role you will:

• Act as a client-facing investment specialist to position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients on both Advisory and Discretionary investments.
• Work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients.
• Effectively position and deliver investment solutions to clients and prospects of the HSBC Private Bank.
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution against that strategy, and monitor performance and appropriateness of the client’s overall investment portfolio.
• Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives

Requirements

To be successful in this role you should meet the following requirements:

• Extensive experience of providing comprehensive investment advice to either HNW or UHNW clients in a regulated context - essential
• CISI Level 4 qualified (or other equivalent regulated qualification) as a minimum is essential, with a commitment to become Level 6 qualified within 12 months.
• Private Banking experience - essential
• In-depth knowledge of a range of asset classes - essential
• Strong communication skills, and the ability to build credibility and trust with both Relationship Managers and clients is key

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

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