01Responsibilities
The role of a GPB Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to client with Total Relationship Balance of greater than USD 2M.
Strengthen HSBCs image as a leading wealth provider by providing clients with access to advanced technical product expertise.
Assist GPB RMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting GPB-RMs in presenting and explaining solution(s) to client.
Conduct portfolio reviews with GPB RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
Join GPB RMs in meeting with clients and provide advice, input based on technical knowledge while acting as a second point of contact to GPB RMs for specific products and solutions;
Improve GPB RMs product specific technical knowledge by effective on-job coaching and training.
Ring-fencing of GPB clients with sound and relevant information/product advisory
End to end ownership of Investment Sales and Distribution business for the assigned book and run strategic objectives like AUM Growth, Net Sales consistency, GPB RM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to regions key performance objectives
IC to analyze portfolio of 35-40 clients every month and engage with them to provide advice based on sound investment expertise.
Education Qualifications / Certifications and Requirements :
At least 15 years of relevant experience in a Private Bank or Asset Management Industry.
MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
Preferably have certifications: NISM- XA & NISM-XB.
Strong analytical and problem-solving skills
Proven ability in productivity enhancement
Demonstrate behaviors consistent with HSBC Values
Expertise in banks 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.
Skills
Excellent interpersonal skills
Coaching techniques on a team or one to one basis
Planning and organizing skills
Youll achieve more when you join HSBC.
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Issued by The Hongkong and Shanghai Banking Corporation Limited, India .
