Senior Portfolio Strategist

1 month ago


Leeds, Leeds, United Kingdom HSBC Full time

HSBC's Global Private Banking business offers a unique opportunity to grow your career in investments. With a highly diverse client base, you will be able to develop your skills and expertise as an Investment Counsellor.

About the Role

We are seeking 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 Investment Counsellor, you will provide investment advice to clients and perform ongoing portfolio reviews to align their portfolios to their risk profile and investment objective.

Key Responsibilities
  • Provide investment advice to clients based on their individual needs and goals.
  • Perform ongoing portfolio reviews to ensure that clients' portfolios are aligned with their risk profile and investment objective.
  • Develop and maintain relationships with clients to understand their investment needs and goals.
Requirements

To be successful in this role, you will need:

  • A working knowledge of the UK regulatory environment.
  • Experience in investment advisory within a regulated customer-facing role in a Private Banking or Wealth Management context.
  • An open-minded approach to different perspectives and ideas.
Benefits

As an HSBC employee, you will have access to:

  • Tailored professional development opportunities.
  • A competitive pay and benefits package.
Estimated Salary

£60,000 - £80,000 per annum.



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