Product Expert, HSBC

HSBC

Location:
India, Chandigarh

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

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 for high-net-worth individuals. This role involves supporting client relationship managers (PRMs), deepening client relationships, and enhancing productivity through technical analysis and coaching.

Job Responsibility:

Provide financial analysis and investment recommendations primarily to customers 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 solutions, 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
Analyze portfolio of 35-40 customers every month and engage with them to provide advice based on sound investment expertise.

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
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

What we offer:

Flexible working
Opportunities to grow
Continuous professional development
Inclusive and diverse environment.

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Product Expert

HSBC

Location:India, Chandigarh

Category:Banking

Contract Type:Employment contract