Wealth Strategy Advisor

HSBC Holdings plc; New York (NY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gift program

Sustainability initiatives

Job summary

HSBC Holdings plc is seeking an Investment Counselor in New York, hybrid role, to partner with Relationship Managers and provide tailored investment solutions. You will assess client needs, develop comprehensive investment strategies, and coordinate execution across teams while monitoring portfolio performance and staying aligned with regulatory standards.

The role requires extensive knowledge of investments, portfolio construction, and private banking practices, plus Series 7/63/65/66 licenses.

Qualifications

• Proven track record in investment advisory or related wealth management roles.
• Knowledge of investment products, markets, asset allocation and portfolio management principles.
• Strong analytical and research skills; ability to translate data into clear recommendations.
• Excellent communication and relationship-building skills; client-focused mindset.
• Commercial awareness and ability to identify opportunities to enhance client relationships.
• Sound judgement, attention to detail and commitment to client suitability and conduct.
• Ability to manage competing priorities and coordinate across teams.
• Curiosity and willingness to continuously learn in a fast-moving investment environment.

Responsibilities

• Understand client needs and investment objectives; assess risk tolerance and liquidity needs.
• Develop personalized investment strategies aligned with client goals and regulatory standards.
• Collaborate with Relationship Managers to identify opportunities and grow client relationships.
• Translate strategies into actionable recommendations and coordinate execution across teams.
• Monitor portfolio performance and ongoing suitability; adapt as client circumstances change.
• Explain market developments and portfolio decisions clearly to clients and colleagues.
• Conduct real-time research to inform advice and solutions; maintain thorough records.

Skills

Investment counselling

Wealth management

Portfolio advisory

Private banking

Investment products knowledge

Analytical skills

Communication skills

Relationship building

Commercial awareness

Education

BS/BA in Business/Finance

Tools

Series 7

Series 63

Series 65

Series 66

Job description

HSBC Holdings plc is seeking an Investment Counselor in New York, hybrid role, to partner with Relationship Managers and provide tailored investment solutions. You will assess client needs, develop comprehensive investment strategies, and coordinate execution across teams while monitoring portfolio performance and staying aligned with regulatory standards.

The role requires extensive knowledge of investments, portfolio construction, and private banking practices, plus Series 7/63/65/66 licenses.