Investment Counsellor, South

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International Wealth and Personal Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs.
International
Wealth and Personal Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking a high calibre professional to join our team as
Investment Counsellor
In This Role, You Will
Impact on the business
Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
Support PRMs to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client.
Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;
Improve PRMs' product specific technical knowledge by effective on-job coaching and training.
Ring-fencing of Premier customers
End to end ownership of Investment Sales and Distribution business for the assigned patch and run strategic objectives like AUM Growth, Net Sales consistency, PRM 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 over 30 PRMs every month and engage with them to provide advice based on sound investment expertise
Clients/Stakeholders
Own the client relationship with HSBC
Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients
Monitor client satisfaction data implementing portfolio level improvements
Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
Treat customer fairly with integrity
Leadership and teamwork
To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
Proactively support others through direct and indirect actions beyond activities particular to this role
Collaborate with the wider team to deliver the Branch IWPB Performance measures and plan to support the multi-channel client journey
Establish and maintain strong working relationships with colleagues in the wider IWPB businesses and others as appropriate to service client needs
Operational effectiveness and control
To ensure the quality of corporates acquired as per the required guidelines
Maintain and ensure due observance of HSBC Internal Control Standards, including the timely implementation of recommendations made by internal/external auditors and external regulators.
Ensure awareness of compliance requirements and implementation of Group Compliance Policy
To be successful for this role, you will need
Qualification Requirements
At least 3 years of relevant experience in Bancassurance or Insurance company.
MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
Strong analytical and problem-solving skills
Proven ability in productivity enhancement
Demonstrate behaviours consistent with HSBC Values
Expertise in bank's systems and processes
Skills in sales, financial planning and communication.
Sound problem solving skills.
Knowledge of bank and operating platforms.
Industry and sector knowledge.
Knowledge of sales and service techniques and models.
Skills
Excellent interpersonal skills
Coaching techniques on a team or one to one basis
Planning and organising skills
Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited