Investment Counsellor - Middle East & North Africa

HSBC Group; City of Westminster; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global bank in London is looking for a client-facing investment specialist to provide tailored investment advice to clients in the Private Bank. Applicants should have experience with international clients, especially from the MENA region, alongside a CISI Level 4 qualification or higher. The role requires in-depth knowledge of asset classes, strong communication skills, and the ability to build credible relationships with clients and Relationship Managers. A competitive benefits package is included.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Qualifications

• Extensive experience providing comprehensive investment advice in a regulated context.
• Private Banking experience is essential.
• In-depth knowledge of asset classes is essential.

Responsibilities

• Provide investment advice directly to clients on advisory and discretionary investments.
• Collaborate with Relationship Managers on prospect pitches and investment strategies.
• Assess client needs and monitor investment portfolio performance.

Skills

Investment advice

Client relationship management

Strong communication skills

Fluency in Arabic or French

Education

CISI Level 4 qualification

CISI Level 6 qualification

Job description

Job Overview

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. You will leverage strong technical ability and client‑facing skills to adapt presentations to individual client situations.

Key Responsibilities

• 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.
• Collaborate with Relationship Managers 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 the strategy, and monitor performance and appropriateness of the client's overall investment portfolio.
• Perform ongoing portfolio reviews to align client portfolios with their risk profile and investment objectives.

Required Qualifications

• Extensive experience providing comprehensive investment advice to international/cross‑border clients in a regulated context is essential.
• Experience with Middle Eastern or North African (MENA) clients is desirable.
• Minimum CISI Level 4 qualification; Level 6 qualification is desirable.
• Private Banking experience – essential.
• In‑depth knowledge of a range of asset classes – essential.
• Strong communication skills and ability to build credibility and trust with both Relationship Managers and clients.
• Fluency in Arabic or French – desirable.

Location

London.

Diversity & Inclusion

HSBC is dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for all. We are 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.