Vice President - Portfolio Counsellor, WPB India (Gurugram, HR, IN, 122003)

HSBC
Gurugram
Workplace: OnsiteFull timeFunction: Executive & General ManagementExperience: 8+ yearsEducation: mastersSkills: ["Analytical thinking","Problem-solving","Interpersonal skills","Coaching","Planning and organising"]

Serve as a product expert on investments for Premier Wealth & Personal Banking clients, delivering financial analysis, investment recommendations, and advanced technical expertise. Partner with Premier Relationship Managers to deepen client relationships, conduct portfolio reviews, assess product suitability and regulatory impacts, and support investment sales and distribution growth. Own end-to-end Investment Sales/Distribution for an assigned patch, run financial wellness sessions, and coach Premier Relationship Managers on product knowledge.

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FursaFursa
HSBC
HSBC
1 day ago

Vice President - Portfolio Counsellor, WPB India (Gurugram, HR, IN, 122003)

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Last checked: 3 hours agoStatus: Live
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Job Summary

Serve as a product expert on investments for Premier Wealth & Personal Banking clients, delivering financial analysis, investment recommendations, and advanced technical expertise. Partner with Premier Relationship Managers to deepen client relationships, conduct portfolio reviews, assess product suitability and regulatory impacts, and support investment sales and distribution growth. Own end-to-end Investment Sales/Distribution for an assigned patch, run financial wellness sessions, and coach Premier Relationship Managers on product knowledge.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Provide investment product expertise and financial analysis/recommendations to Premier customers with Funds under Management greater than INR 10M.
  • •Support PRMs to build client confidence and trust, and help identify client needs and relevant wealth solutions.
  • •Conduct portfolio reviews with PRMs, assess product suitability, and evaluate market/regulatory change impacts and associated risks.
  • •Act as a second point of contact for specific products/solutions, including joining client meetings and offering technical advice.
  • •Own end-to-end Investment Sales and Distribution for the assigned patch, driving AUM growth, net sales consistency, client coverage, and running financial wellness sessions.

Key Requirements

  • •At least 8 years of relevant experience in a bank or asset management company.
  • •MBA from a reputed institute preferred; post graduate degree in Economics, Mathematics, Finance or professional qualification like CA preferred.
  • •Strong analytical and problem-solving skills with proven ability to enhance productivity.
  • •Expertise in bank systems and processes, and knowledge of industry/sector and sales and service techniques.
  • •Demonstrate behaviors consistent with HSBC Values.
Experience:8+ years
Education:Master's
Skills:Analytical thinkingProblem-solvingInterpersonal skillsCoachingPlanning and organising
Certifications:CA
Tech Stack:AI-enabled tools

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn