SVP Investment Counsellor, GPB WI

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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 Global Private Banking, Retail Banking (Premier), Wealth Management, Insurance and Asset Management with a focus on client-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the INM Global Private Banking (GPB) team.

Principal Responsibilities: 

• The role of a GPB Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to client with Total Relationship Balance of greater than USD 2M.
• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
• Assist GPB RMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting GPB-RMs in presenting and explaining solution(s) to client.
• Conduct portfolio reviews with GPB RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
• Join GPB RMs in meeting with clients and provide advice, input based on technical knowledge while acting as a second point of contact to GPB RMs for specific products and solutions;
• Improve GPB RMs’ product specific technical knowledge by effective on-job coaching and training.
• Ring-fencing of GPB clients with sound and relevant information/product advisory
• End to end ownership of Investment Sales and Distribution business for the assigned book and run strategic objectives like AUM Growth, Net Sales consistency, GPB RM 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 clients every month and engage with them to provide advice based on sound investment expertise.

Education Qualifications / Certifications and Requirements :

• At least 15 years of relevant experience in a Private Bank or Asset Management Industry.
• MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
• Preferably have certifications: NISM- XA & NISM-XB.
• Strong analytical and problem-solving skills
• Proven ability in productivity enhancement
• Demonstrate behaviors 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 organizing skills

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India