Vice President Portfolio Counseller.

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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 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.
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
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.
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Skills
Excellent interpersonal skills
Coaching techniques on a team or one to one basis
Planning and organising skills
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.
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.

Work arrangement
No