Vice President - Portfolio Counsellor

HSBC Holdings plc; Mumbai; On-site; INR 3,000,000 - 5,400,000; Full time

Job summary

HSBC Holdings plc in India seeks an Investment Counsellor (IC) to serve high-net-worth clients within the International Wealth and Premier Banking team. The IC provides financial analysis, investment recommendations, and product expertise to clients with funds under management above INR 10 million.

You will support PRMs, deepen client relationships, and contribute to AUM growth and revenue objectives through strategic investment solutions and rigorous risk assessment.

Qualifications

• Strong analytical and problem-solving abilities essential for investment advice.
• Proven sales, financial planning, and client-facing skills.
• Ability to train and coach teams and individuals.

Responsibilities

• Provide investment expertise to clients and support PRMs with high-net-worth relationships.
• Conduct portfolio reviews, assess market/regulatory impacts, and manage risk for the portfolio.
• Join client meetings to present investment solutions and deepen client relationships.

Skills

Analytical skills

Sales & financial planning

Communication skills

Interpersonal skills

Coaching & training

AI-enabled tools awareness

Education

MBA from reputed institute

Postgraduate degree in Economics/Mathematics/Finance or CA

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 27 Oct 2026

Some careers open more doors than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 Description

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million international customers, ranging from retail customers to ultra-high-net-worth individuals and their families.

We help our customers manage their day-to-day finances while protecting and growing their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.

Our key areas of operation include:

• Retail Banking and Wealth Management

We are currently seeking an experienced professional to join the INM International Wealth and Premier Banking (IWPB) team.

The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and requires providing financial analysis and investment recommendations primarily to customers with funds under management greater than INR 10 million.

Key responsibilities include:

• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
• Support PRMs in gaining clients’ confidence and trust in HSBC capabilities while enhancing the quality of solutions provided.
• Assist PRMs in deepening and growing client relationships by identifying client needs, recommending suitable wealth solutions, and supporting client presentations.
• Conduct portfolio reviews with PRMs, assess product suitability, evaluate market and regulatory impacts, identify opportunities, and manage risks.
• Join PRMs in client meetings to provide investment expertise and act as a secondary point of contact for specific products and solutions.
• Enhance PRMs’ product knowledge through effective coaching and training.
• Ring-fence Premier customers and drive investment sales and distribution performance across the assigned portfolio.
• Deliver strategic objectives including AUM growth, net sales consistency, PRM productivity, unique client transactions, increased client coverage, financial wellness sessions, and product campaigns.
• Analyze the portfolios of 35–40 customers each month and engage with them to provide investment advice based on sound expertise.

Qualifications / Requirements

• At least 8 years of relevant experience in a bank or asset management company.
• Familiarity with AI-enabled tools is an advantage.
• MBA from a reputed institute preferred.
• Postgraduate degree (preferably in Economics, Mathematics, or Finance) or professional qualifications such as CA preferred.
• Strong analytical and problem-solving skills.
• Proven ability to enhance productivity.
• Demonstrated behaviours consistent with HSBC Values.

Mandatory NISM Certifications

• NISM-VA – Mutual Fund Distributors
• NISM-XIX-B – AIF (Category III) Distributors

Knowledge and Skills

• Expertise in banking systems and processes.
• Strong sales, financial planning, and communication skills.
• Sound problem-solving capabilities.
• Knowledge of banking and operating platforms.
• Industry and sector knowledge.
• Understanding of sales and service techniques and models.
• Excellent interpersonal skills.
• Coaching skills for both teams and individuals.
• Strong planning and organizational skills.
• Familiarity with AI-enabled tools is an advantage.

Pro-Tip: Familiarity with AI-enabled tools is an advantage.

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected, and their 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, available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India