Investment Counsellor Private Bank UK

If youre looking for a career where you can make a real impression join HSBC and discover how valued youll be.

HSBC is one of the largest banking and financial services organisations in the world with operations in 64 countries and territories. We aim to be where the growth is enabling businesses to thrive and economies to prosper and ultimately helping people to fulfil their hopes and realise their ambitions.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank we put our clients at the centre of everything we do.

We are currently seeking an experienced professional to join our team in the role of Investment Counsellor (IC) to 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. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.

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:

• Work as a client-facing investment specialist to position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients on both Advisory and Discretionary investments.
• Collaborate with Relationship Managers (RM) on prospect pitches by delivering the Private Banks investment ethos and services to potential clients while building credibility with RMs.
• Attract and enhance client relationships and profitability.
• Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objective
• Partner with a senior IC within the team to ensure efficient management of a wider book

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

• Investment advisory experience within a client facing role - essential
• CISI Level 4 - essential. Level 6 is preferred
• Proven track record within a Wealth Management or Private Banking focusing on HNW clients - essential
• Expert working knowledge of the UK regulatory environment - essential
• Ability to collaborate with a wide team and diverse set of stakeholders

This role is based in London.

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 were dedicated to creating diverse and inclusive workplaces - no matter their gender ethnicity disability religion sexual orientation or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

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Telephone: 44