Investment Counsellor
HSBC Group
Bristol, England
9d ago


Role Title : Investment Counsellor

Business : Private Banking

New or Existing Role : New

Job Profile

HNW Investment Counsellor

  • HNW Investment Counsellors (IC) service the HNW client segment in the Private Bank. The HNW client segment has four regional teams London, South, Midlands West & Wales, and the North.
  • The client segment has a highly diverse client base in terms of the complexity of their needs and their previous investment experience.

    The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.

  • Given the breadth of asset class and investment focus involved, combined with the front facing aspect, the role requires a combination of robust technical ability and strong client facing skills.
  • ICs are client-facing investment specialists who position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients.
  • ICswork in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients, therefore credibilty with the HNW RM team is key.
  • Advice encompasses both discretionary services available and advisory recommendations.Responsible for the positioning / delivery of investment solutions to clients and prospects of the HSBC Private Bank, with the primary objectives of :
  • Partnering with RMs to offer appropriate investment solutions to clients.
  • Attracting / enhancing client relationships and profitability.
  • Being accountable for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
  • Performing onoing portfolio reviews to align client portfolios to their risk profile and investment objectives
  • Impact on Business

  • Partner with the HNW RM team, Product Specialists, ISPS, Credit, PWS,Compliance, Risk and Marketing.
  • Know your client, Increase share of wallet with clients and drive increased return on assets.
  • Improve clients’ portfolios ensuring alignment with risk profile and investment objectives.
  • Monitor and follow-up on clients investments
  • Work with the wider ISPS team to help bring the best of HSBC to International clients and their advisers.
  • Customers / Stakeholders

  • External clients
  • The HNW RM team.
  • The IC team, GPB ISPS, PWS, Compliance and Risk
  • Other Group Entities, such as Global Asset Manaegement
  • Internal and external regulators
  • Leadership & Teamwork

  • Act with courageous integrity : adhere to HSBC Values and business principles
  • Provide constructive feedback on business, products, team members or strategy
  • Proactively engage with RMs, Desk Heads and other product specialists.
  • Operational Effectiveness & Control

  • Maintain a strong control environment
  • Contribute to sustainable cost savings
  • Adhere to conduct framework, ensuring suitability of products to customer requirements and putting the customers’ needs first
  • Contribute to development of automation and analytics
  • Qualifications

  • Candidates need to have advisory experience
  • Candidates need to be able to multi-task and collaborate with multiple stakeholders
  • CFA preferred
  • RDR minimum level 6 qualified
  • Acknowledged professional experience in investment advisory role of 5yrs +
  • Significant experience operating within UK regulatory environment
  • As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people.

    This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

    We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies

    We are an equal opportunity employer and are committed to creating a diverse environment.

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