Investment Counsellor, North

Impact on the business

• Strengthen HSBCs 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 clients 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 regions 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

Qualification requirements

• At least 3 years of relevant experience in a Bank of Asset Management Companies
• 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 banks 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