Investment Counselor Analyst, HSBC

Investment Counselor Analyst

HSBC

Location:
United States, Miami

Category:
Finance

Contract Type:
Not provided

Salary:

86700.00 - 130100.00 USD / Year

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Job Description:

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. In the Investment Counselor Analyst role, you’ll be partnering with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability.

Job Responsibility:

Assess client needs
Support development of comprehensive investment strategies, coordinating sales and execution against that strategy
Monitor performance and appropriateness of the client’s overall investment portfolio
Build trust with clients and the team in these interactions by learning new concepts
Research information in real-time to provide creative solutions

Requirements:

Experience in investment advisory
portfolio management, brokerage, or institutional sales
Knowledge of private banking business (onshore and offshore), and competitive and regulatory environment
Degree in Business, Finance or related field or equivalent experience
Series 7 and 66 Licenses, may allow for contingency to obtain Series 7 and/or 66 within 60 days of acquiring job
Fluency in Portuguese
Fluency in Spanish

What we offer:

Tailored professional development opportunities
Competitive pay and benefits package including a robust Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups

Additional Information:

Job Posted:
August 16, 2025

Expiration:
September 02, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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