Investment Counsellor - Private Bank UK (m|f|x) London

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Investment Counsellor.

In this role, you will have the opportunity to work with directly with High Net Worth clients of the Private Bank with a range of complex investment needs by providing expert investment advice. The role requires a combination of strong technical ability and client facing skills which allows for presentations to be adapted to the individual client situation.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. 

Aufgaben

• Act as a client-facing investment specialist to position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients on both Advisory and Discretionary investments.
• Work in conjunction with Relationship Managers on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients.
• Effectively position and deliver investment solutions to clients and prospects of the HSBC Private Bank.
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution against that strategy, and monitor performance and appropriateness of the client’s overall investment portfolio.
• Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Proven track record of providing comprehensive investment advice to either High Net Worth or Ultra High Net Worth clients in a UK regulated context
• Either; Chartered Institute for Securities & Investments Level 4 qualified or Investment Advice Diploma qualified
• In-depth knowledge of a range of asset classes
• Strong communication skills, and the ability to build credibility and trust with both Relationship Managers and clients is key

Das erwartet Sie

• We offer 24/7 access to counselling, manager mental health training, and mindfulness apps to calm stress. That’s why 3 in 4 of colleagues feel comfortable talking to their manager about their mental health, and we ranked number 1 global employer in the CCLA Global 100 Mental Health Benchmark.
• We’ll support you to lead a healthy and active lifestyle, with access to personalised app driven tools, on site gyms* and comprehensive medical benefits.
• We’ll help you prepare for your future with long-term savings, financial protection, and education tools, so you have peace of mind, whatever life throws at you.
• We’ll give you flexibility and choice around how, when and where you work, as well as time off for all the moments that matter. That’s why 3 in 4 of colleagues say they are able to integrate their work and personal life positively.

Bewerbung

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500

Diese Anzeige auf LinkedIn teilen →

Kontakt

Standort

8 Canada Square, GB-E14 5HQ London