Some careers open more doors than others.
If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC
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 Global Private Banking, Retail Banking (Premier), Wealth Management, Insurance and Asset Management with a focus on client-centric propositions and innovative and productive distribution channels.
We are currently seeking an experienced professional to join the INM Global Private Banking (GPB) team.
Principal Responsibilities:
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 HSBC’s 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 owners