Vice President - Portfolio Counsellor, WPB India

HSBC; Gurugram District; Presencial; INR 900.000 - 1.300.000; Tempo integral

Resumo da vaga

HSBC Holdings plc in India seeks an experienced Investment Counsellor to act as a product expert on investments for high-value clients. You will provide financial analysis, investment recommendations and support Premier Relationship Managers in client meetings.

You will join a team focused on assets under management growth, risk-aware solutions, and delivering tailored wealth strategies while ensuring compliance with regulatory changes and internal HSBC standards.

Qualificações

• At least 8 years of relevant experience in a Bank of Asset Management Companies.
• MBA from a reputed institute; Post Graduate Degree in Economics/Mathematics/Finance or CA preferred.
• Strong analytical and problem solving skills.
• Proven ability in productivity enhancement.
• Experience in sales, financial planning and client communications.
• Knowledge of bank systems and processes; industry and sector knowledge.

Responsabilidades

• Provide financial analysis and investment recommendations to clients with Funds under management of significant value.
• Strengthen HSBC’s image by providing clients with access to advanced technical product expertise.
• Support Premier Relationship Managers to deepen client relationships and trust in HSBC capabilities.
• Assist Premier Relationship Manager in presenting and explaining wealth solutions to clients.
• Conduct portfolio reviews to assess product suitability amid market and regulatory changes.
• Join Premier Relationship Manager in client meetings as a technical subject matter expert.

Conhecimentos

Excellent interpersonal skills

Coaching techniques

Planning and organising skills

Strong analytical and problem solving

Formação

MBA (reputed institute)

Postgraduate in Economics/Mathematics/Finance

CA or equivalent

Descrição da vaga

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 India Management WPB team.

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 Premier Relationship Manager in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting Premier Relationship Manager 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 Premier Relationship Manager in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to Premier Relationship Manager for specific products and solutions;
• Improve Premier Relationship Manager 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 Assets Under Management Growth, Net Sales consistency, Premier Relationship Manager 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.

Skills

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

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 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.

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