Senior Vice President and Head Portfolio Counsellor, HSBC

HSBC

Location:
India, Mumbai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC is seeking a Senior Vice President and Head Portfolio Counsellor for its Mumbai location in the WPB India division. The role involves oversight and supervision of investment counselling activities, direct client engagement with top-tier clients, market monitoring, alignment with internal stakeholders, governance, and documentation. The position also includes strategic planning for campaigns and initiatives.

Job Responsibility:

Review client meeting notes or investment proposals submitted by ICs
Approve or validate large/complex investment recommendations or bespoke portfolio strategies
Provide guidance on critical cases escalated by ICs
Direct interaction with key clients (especially top-tier Premier and C-Suite clients)
Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning
Disseminate global and local market updates
Ensure team is aligned on talking points and investment narratives
Coordinate with Head of Wealth, Product Teams, Compliance & Risk, and others for specific priorities
Review daily dashboards and surveillance alerts
Ensure counselling notes and risk profiling updates are documented
Respond to audit or regulatory queries
Track client engagement activity, conversion rates, and AUM movement
Plan support for investment campaigns, joint engagement drives, and regional events

Requirements:

At least 15 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
Knowledge of bank and operating platforms
Industry and sector knowledge
Knowledge of sales and service techniques and models
Excellent interpersonal skills
Coaching techniques on a team or one to one basis
Planning and organising skills

What we offer:

Flexible working
Opportunities for professional development
Inclusive and diverse environment

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Vice President and Head Portfolio Counsellor

HSBC

Location:India, Mumbai

Category:Banking

Contract Type:Employment contract