Private Banking Investment Counsellor – MENA (London)

HSBC; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global bank based in London is looking for an Investment Counsellor to provide comprehensive investment advice primarily to High Net Worth clients. Candidates should have extensive experience in investment banking and be CISI Level 4 qualified, with a strong grasp of various asset classes. The role emphasizes client-facing skills and requires the ability to build trust with clients and Relationship Managers. The position offers tailored professional development opportunities and a competitive benefits package.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Qualifications

• Extensive experience providing investment advice to cross-border clients.
• Private Banking experience is essential.
• In-depth knowledge of various asset classes.

Responsibilities

• Provide investment advice to clients of the Private Bank.
• Deliver prospect pitches with Relationship Managers.
• Position investment solutions effectively for clients.
• Assess client needs and develop an investment strategy.
• Perform ongoing portfolio reviews to align with client objectives.

Skills

Investment advice

Client-facing skills

Communication skills

Building credibility and trust

Fluency in Arabic or French

Education

CISI Level 4 qualification

CISI Level 6 qualification

Job description

A leading global bank based in London is looking for an Investment Counsellor to provide comprehensive investment advice primarily to High Net Worth clients. Candidates should have extensive experience in investment banking and be CISI Level 4 qualified, with a strong grasp of various asset classes. The role emphasizes client-facing skills and requires the ability to build trust with clients and Relationship Managers. The position offers tailored professional development opportunities and a competitive benefits package.