Vice President Portfolio Counsellor (Bangalore, KA, IN, 560001)

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

Serve as an Investment Counsellor/Product Expert on investments for Premier wealth clients with INR 10M+ funds under management. Provide technical investment analysis and recommendations, strengthen HSBC’s wealth positioning, and support PRMs in building client relationships. Own end-to-end investment sales and distribution for a defined region patch, including portfolio reviews, AUM growth objectives, and financial wellness sessions, while improving PRM product expertise through coaching.

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FursaFursa
HSBC
HSBC
2 days ago

Vice President Portfolio Counsellor (Bangalore, KA, IN, 560001)

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve as an Investment Counsellor/Product Expert on investments for Premier wealth clients with INR 10M+ funds under management. Provide technical investment analysis and recommendations, strengthen HSBC’s wealth positioning, and support PRMs in building client relationships. Own end-to-end investment sales and distribution for a defined region patch, including portfolio reviews, AUM growth objectives, and financial wellness sessions, while improving PRM product expertise through coaching.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Provide financial analysis and investment recommendations to Premier customers with INR 10M+ funds under management.
  • •Strengthen HSBC’s wealth provider image by delivering advanced technical product expertise and supporting PRMs to increase confidence and trust.
  • •Assist PRMs in identifying client needs, mapping them to relevant wealth solutions, and helping explain recommendations to clients.
  • •Conduct portfolio reviews with PRMs, assess product suitability, and manage risks from market and regulatory changes.
  • •Own end-to-end investment sales and distribution for an assigned patch, driving AUM growth, net sales consistency, PRM productivity, and financial wellness sessions.

Pay and Benefits

Perks:Flexible Working

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 (preferably Economics, Mathematics, or Finance) or professional qualifications like CA are preferred.
  • •Strong analytical and problem-solving skills, including proven ability in productivity enhancement.
  • •Demonstrate behaviours consistent with HSBC Values.
  • •Expertise in bank systems and processes and knowledge of sales and service techniques/models.
Experience:8+ years
Education:Master's
Skills:Interpersonal skillsCoaching techniquesPlanning and organisingCommunicationProblem-solving
Certifications:CA
Tech Stack:AI-enabled toolsBank systemsOperating platforms

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