Investment Counsellor

TN United Kingdom; 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. This role offers a unique opportunity to engage with a diverse client base and deliver personalized investment strategies. You will work closely with Relationship Managers, leveraging your expertise to assess client needs and develop comprehensive investment solutions. With a focus on building trust and credibility, you will play a key role in enhancing client relationships and ensuring alignment with their investment objectives. Join a forward-thinking organization that values diversity and offers a supportive environment for professional growth.

Benefits

Private Healthcare

Enhanced Maternity and Adoption Pay

Contributory Pension Scheme

Professional Development Opportunities

Qualifications

• Extensive experience providing investment advice to HNW or UHNW clients.
• CISI Level 4 qualified, committed to achieving Level 6 within 12 months.
• Private Banking experience with strong communication skills.

Responsibilities

• Provide investment advice directly to clients on Advisory and Discretionary investments.
• Work with Relationship Managers on prospect pitches.
• Perform ongoing portfolio reviews to align with client objectives.

Skills

Investment Advice

Client Relationship Management

Communication Skills

Portfolio Management

Knowledge of Asset Classes

Education

CISI Level 4 Qualification

CISI Level 6 Qualification (or equivalent)

Job description

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Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfill your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support, and rewards that will take you 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. Our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

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 may include some Ultra High Net Worth (UHNW) clients. This is a diverse client base in terms of the complexity of their needs and their previous investment experience. The role requires a combination of robust technical ability and strong client-facing skills to adapt presentations to individual client situations.

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 with Relationship Managers (RMs) 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 HSBC Private Bank.
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution, and monitor performance and appropriateness of the client’s investment portfolio.
• Perform ongoing portfolio reviews to align client portfolios with their risk profile and investment objectives.

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

• Extensive experience providing comprehensive investment advice to HNW or UHNW clients in a regulated context - essential.
• CISI Level 4 qualified (or equivalent regulated qualification) as a minimum, with a commitment to achieve Level 6 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 Relationship Managers and clients.

This role is based in London.

Opening up a world of opportunity

We value diversity and inclusion at HSBC. We are committed to creating a workplace that is accessible and inclusive for everyone, regardless of gender, ethnicity, disability, religion, sexual orientation, or age. We are proud to be a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the minimum role criteria.

If you require accommodations or adjustments during the recruitment process, please contact our Recruitment Helpdesk.