Vice President Portfolio Counseller

HSBC Holdings plc; Delhi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

HSBC Holdings plc in India seeks an Investment Counsellor to provide financial analysis and investment recommendations for high-net-worth clients. You will work as a product expert on investments, supporting PRMs, and helping clients understand wealth solutions.

The role focuses on end-to-end investment sales, portfolio reviews, staying updated on market changes, and coaching PRMs to deepen client relationships while aligning with regional objectives.

Qualifications

• At least 8 years of relevant experience in banking or asset management.
• MBA preferred; PG in Economics/Mathematics/Finance or CA is preferred.
• Strong analytical and problem-solving skills.
• Knowledge of bank systems and processes; sales and financial planning skills.
• Familiarity with AI-enabled tools is an advantage.

Responsibilities

• Provide financial analysis and investment recommendations for funds under management over INR 10M.
• Strengthen HSBC's image by offering advanced product expertise.
• Support PRMs to build client confidence and fulfill needs.
• Assist PRMs in uncovering client needs and presenting solutions.
• Conduct portfolio reviews and assess product suitability.
• Join PRMs in meeting clients and provide advice on products.
• Improve PRMs' product knowledge through coaching.
• End to end ownership of Investment Sales and Distribution for assigned patch.
• Drive AUM growth and net sales through regional campaigns.
• Analyze portfolio of 35-40 customers monthly.

Skills

Excellent interpersonal skills

Coaching techniques

Planning and organising skills

Education

MBA from a reputed institute

Post Graduate Degree in Economics/Mathematics/Finance or CA

Job description

Brand: HSBC

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 24 Oct 2026

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

Business Descriptor:

Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the INM WPB team.

• The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to customer with Funds under management of greater than INR 10M
• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
• Support PRMs to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
• Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client.
• Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
• Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;
• Improve PRMs’ product specific technical knowledge by effective on-job coaching and training.
• Ring-fencing of Premier customers
• End to end ownership of Investment Sales and Distribution business for the assigned patch and run strategic objectives like AUM Growth, Net Sales consistency, PRM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region’s key performance objectives
• IC to analyze portfolio of 35-40 customers every month and engage with them to provide advice based on sound investment expertise.

Qualifications/Requirements:

• At least 8 years of relevant experience in a Bank of Asset Management Companies
• MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
• Strong analytical and problem solving skills
• Proven ability in productivity enhancement
• Demonstrate behaviours consistent with HSBC Values
• Expertise in bank’s systems and processes
• Skills in sales, financial planning and communication.
• Sound problem solving skills.
• Knowledge of bank and operating platforms.
• Industry and sector knowledge.
• Knowledge of sales and service techniques and models.
• Pro-tip : Familiarity with AI-enabled tools is an advantage.

Skills

• Excellent interpersonal skills
• Coaching techniques on a team or one to one basis
• Planning and organising skills

Diversity Statement, Data Protection and Entity Statement

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.