Vice President Portfolio Counsellor, Wealth & Premier Banking India (Hyderabad, TG, IN, 500081)

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

Provide investment product expertise to Premier wealth customers as a Product Expert/Investment Counsellor, delivering financial analysis, recommendations, and portfolio reviews. Strengthen HSBC’s wealth image, support PRMs in client acquisition and relationship growth, and act as a second point of contact for product solutions. Drive investment sales and distribution outcomes, including AUM growth, net sales consistency, client coverage, and financial wellness sessions across an assigned patch.

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FursaFursa
HSBC
HSBC
15 hours ago

Vice President Portfolio Counsellor, Wealth & Premier Banking India (Hyderabad, TG, IN, 500081)

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Job Summary

Provide investment product expertise to Premier wealth customers as a Product Expert/Investment Counsellor, delivering financial analysis, recommendations, and portfolio reviews. Strengthen HSBC’s wealth image, support PRMs in client acquisition and relationship growth, and act as a second point of contact for product solutions. Drive investment sales and distribution outcomes, including AUM growth, net sales consistency, client coverage, and financial wellness sessions across an assigned patch.
Location: Hyderabad
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Provide investment counselling as a product expert, delivering financial analysis and investment recommendations to Premier customers with funds under management greater than INR 10M.
  • •Support PRMs to build client confidence and deepen client relationships by identifying needs and recommending relevant wealth solutions.
  • •Conduct portfolio reviews with PRMs, assessing product suitability and impacts from market and regulatory changes.
  • •Act as a second point of contact to PRMs for specific products and solutions during client meetings.
  • •Own end-to-end investment sales and distribution for the assigned patch, driving AUM growth, net sales consistency, PRM productivity, and client coverage initiatives.

Key Requirements

  • •At least 8 years of relevant experience in a Bank of Asset Management Companies.
  • •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.
Experience:8+ yearsBankingAsset managementWealth managementPremier banking
Education:Master's in Economics, Mathematics, Finance
Skills:Analytical skillsProblem-solvingProductivity improvementInterpersonal skillsCoachingPlanning and organising

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