Vice President - Portfolio Counsellor, IWPB India

HSBC Holdings plc; Surat; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

HSBC Holdings plc in Surat, Gujarat, is seeking an experienced Investment Counsellor (IC) to provide technical investment analysis and recommendations for clients with funds under management over INR 10 million. The role includes coaching PRMs, portfolio reviews, and end-to-end ownership of investment sales and distribution within the assigned patch.

The candidate should have 8+ years in banking or asset management, MBA or equivalent, NISM certifications, and strong analytical skills.

Qualifications

• MBA from a reputed institute preferred.
• Post Graduate Degree (Economics/Mathematics/Finance) or CA preferred.
• Strong analytical and problem solving skills.
• Mandatory NISM Certifications.
• NISM-XIX-B: AIF (Category III) Distributors.

Responsibilities

• Provide financial analysis and investment recommendations to clients with Funds under management > INR 10M.
• Strengthen HSBC's image by providing clients with access to advanced technical product expertise.
• Support PRMs to gain client confidence and grow relationships.
• Assist PRMs in uncovering client needs and presenting wealth solutions.
• Conduct portfolio reviews, assess product suitability and regulatory impact for client holdings.
• End-to-end ownership of Investment Sales and Distribution for the assigned patch and strategy objectives.
• Engage with 35–40 clients monthly to provide advisory guidance.

Skills

Interpersonal skills

Coaching skills

Planning & organizing

Education

MBA

PG in Economics/Mathematics/Finance

CA

Job description

Location: Surat, GJ, IN, 395007

Brand: HSBC

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

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
• Mandatory NISM Certifications
• 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