Investment Counsellor

7 months ago

Birmingham, United Kingdom HSBC Full time

-Job description

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

Investment Counsellors (IC) provide investment advice to the clients of the Private Bank. The client segment has a highly diverse client base in terms of the complexity of their needs and their previous investment experience. This will be an ideal role for an ambitious individual who wishes to develop their career in Investments with the view to becoming a Senior Investment Counsellor in the future.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

- Partner with a Senior IC to ensure effective management of the wider client book
- Work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients
- Advice encompasses both discretionary services available and advisory recommendations. The role will be responsible for the positioning/delivery of investment solutions to clients and prospects of the HSBC Private Bank
- Enhancing client relationships and profitability both for the client and the business
- Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objective
Requirements

To be successful in this role you should meet the following requirements:

- Investment advisory experience within a regulated customer facing role in a Private Banking or Wealth Management context - essential
- CISI Level 4 qualified (essential), Level 6 would be desirable
- Working knowledge of the UK regulatory environment - essential
- Ability to multi-task and render the needs of customers and internal stakeholders simultaneously
- Collaborative with the ability to work as part of a team

This role is based in Birmingham.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

Telephone: +44 207 832 8500

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