Vice President - Portfolio Counsellor, IWPB India

HSBC Holdings; Surat; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

HSBC India seeks an Investment Counsellor to serve clients with high value funds, acting as a product expert on investments and delivering recommendations based on sound analysis. You will review portfolios with PRMs, assess risk, and propose wealth solutions for clients with funds under management above ₹10M.

Strong analytical ability, NISM certifications, and knowledge of banking platforms are required. You will help grow AUM, support client onboarding, and contribute to a high‑quality,

Qualifications

• MBA or equivalent in finance or economics.
• Postgraduate degree in Economics, Mathematics, Finance or CA preferred.
• Strong analytical and problem-solving skills.
• NISM certifications are mandatory.
• Knowledge of bank systems and wealth management products.

Responsibilities

• Provide investment analysis and recommendations to clients with funds under management above ₹10M.
• Support PRMs to deepen client relationships.
• Conduct portfolio reviews and assess product suitability.
• Deliver technical product knowledge and coaching to PRMs.
• Meet clients and present wealth solutions.

Skills

Strong analytical skills

Excellent interpersonal skills

Client relationship management

Financial planning

Communication

Education

MBA (Finance preferred)

Postgraduate degree in Economics/Finance

CA preferred

NISM-VA- MF Distributors

NISM- XXI-A PMS Distributors

NISM- XIII-Common Derivatives

NISM- XIX-B : AIF (Category III) Distributors

Job description

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.

Principal Responsibilities

• 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
• Mandatory NISM Certifications
  • NISM-VA- MF Distributors
  • NISM-XXI-A PMS Distributors
  • NISM- XIII-Common Derivatives
  • NISM- XIX-B : AIF (Category III) Distributors
• 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.

Skills

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

Additional Notes

• Familiarity with AI-enabled tools is an advantage.
• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

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.

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.

You'll achieve more at HSBC.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India