2 months ago

SVP Investment Counsellor, GPB WI (Mumbai, MH, IN, 400001)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Senior investment counsellor role in HSBC Global Private Banking, providing financial analysis and investment recommendations to high-net-worth clients (AUM > USD 2M). Drive client relationships, deliver advanced technical product expertise, conduct portfolio reviews, and lead end-to-end investment sales and distribution objectives for the GPB RM team in Mumbai.

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Legal, Risk & Compliance

Key Responsibilities

•End to end ownership of Investment Sales and Distribution business for the assigned book and run strategic objectives like AUM Growth, Net Sales consistency, GPB RM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region’s key performance objectives.
•IC to analyze portfolio of 35-40 clients every month and engage with them to provide advice based on sound investment expertise.
•Join GPB RMs in meeting with clients and provide advice, input based on technical knowledge while acting as a second point of contact to GPB RMs for specific products and solutions.
•Improve GPB RMs’ product specific technical knowledge by effective on-job coaching and training.
•Ring-fencing of GPB clients with sound and relevant information/product advisory.

Key Requirements

•At least 15 years of relevant experience in a Private Bank or Asset Management Industry.
•MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred.
•Preferably have certifications: NISM-XA & NISM-XB.
•Strong analytical and problem-solving skills.
•Proven ability in productivity enhancement.

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: 3.6

Website LinkedIn

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HSBC

2 months ago

SVP Investment Counsellor, GPB WI (Mumbai, MH, IN, 400001)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Legal, Risk & Compliance

Key Responsibilities

•End to end ownership of Investment Sales and Distribution business for the assigned book and run strategic objectives like AUM Growth, Net Sales consistency, GPB RM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region’s key performance objectives.
•IC to analyze portfolio of 35-40 clients every month and engage with them to provide advice based on sound investment expertise.
•Join GPB RMs in meeting with clients and provide advice, input based on technical knowledge while acting as a second point of contact to GPB RMs for specific products and solutions.
•Improve GPB RMs’ product specific technical knowledge by effective on-job coaching and training.
•Ring-fencing of GPB clients with sound and relevant information/product advisory.

Key Requirements

•At least 15 years of relevant experience in a Private Bank or Asset Management Industry.
•MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred.
•Preferably have certifications: NISM-XA & NISM-XB.
•Strong analytical and problem-solving skills.
•Proven ability in productivity enhancement.

Company Brief

HSBC

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: 3.6

Website LinkedIn