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Business Descriptor:
Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an experienced professional to join the INM WPB team.
Principal Responsibilities:
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

📌 Vice President Portfolio Counsellor (Bengaluru)
🏢 HSBC
📍 Bengaluru