Vice President Portfolio Counsellor, WPB India (Hyderabad, TG, IN, 500081)

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

Serve as a Product Expert for investments within Wealth & Personal Banking, providing financial analysis and investment recommendations to high-FUM clients. Strengthen HSBC’s wealth-provider image through advanced technical product expertise and support for relationship managers. Own Investment Sales and Distribution for a client patch, drive AUM growth and sales consistency, conduct portfolio reviews, coach teams, and help present solutions to clients.

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HSBC
HSBC
2 days ago

Vice President Portfolio Counsellor, WPB India (Hyderabad, TG, IN, 500081)

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Job Summary

Serve as a Product Expert for investments within Wealth & Personal Banking, providing financial analysis and investment recommendations to high-FUM clients. Strengthen HSBC’s wealth-provider image through advanced technical product expertise and support for relationship managers. Own Investment Sales and Distribution for a client patch, drive AUM growth and sales consistency, conduct portfolio reviews, coach teams, and help present solutions to clients.
Location: Hyderabad
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Provide financial analysis and investment recommendations to primarily high-FUM customers.
  • •Support relationship managers with technical product expertise to build trust and improve needs fulfilled.
  • •Conduct portfolio reviews with relationship managers, assess product suitability, and evaluate market/regulatory impact.
  • •Provide second-point technical advice during client meetings and coach product-specific technical knowledge.
  • •End-to-end ownership of investment sales and distribution for an assigned patch, driving AUM growth, net sales consistency, and PRM productivity.

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, Finance) or professional qualifications like CA preferred.
  • •Strong analytical and problem-solving skills.
  • •Proven ability in productivity enhancement.
  • •Demonstrate behaviours consistent with HSBC Values; expertise in bank systems and processes.
Experience:8+ yearsBankingAsset managementWealth management
Education:Master's in Economics, Mathematics, Finance
Skills:Analytical skillsProblem-solvingInterpersonal skillsCoachingPlanning and organising
Certifications:CA

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