Vice President Portfolio Counsellor, HSBC

HSBC

Location:
India, Bangalore

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The role is part of HSBC's International Wealth and Premier Banking team, focused on serving high-value clients and providing advanced technical expertise in investment counselling. Responsibilities include financial analysis, investment recommendations, portfolio reviews, and client relationship deepening. The position emphasizes professional development and ensuring optimal banking solutions align with customer needs.

Job Responsibility:

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

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

What we offer:

Continuous professional development
Flexible working
Opportunities to grow in an inclusive and diverse environment

Additional Information:

Job Posted:
August 13, 2025

Expiration:
August 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Vice President Portfolio Counsellor

HSBC

Location:India, Bangalore

Category:Banking

Contract Type:Employment contract