Investment Counsellor - Private Bank at HSBC

In this role you’ll:

• Act 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.
• Work in conjunction with Relationship Managers on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients.
• Effectively position and deliver investment solutions to clients and prospects of the HSBC Private Bank.
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution against that strategy, and monitor performance and appropriateness of the client’s overall investment portfolio.
• Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives

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

• Proven track record of providing comprehensive investment advice to either High Net Worth or Ultra High Net Worth clients in a UK regulated context
• Either; Chartered Institute for Securities & Investments Level 4 qualified or Investment Advice Diploma qualified
• In-depth knowledge of a range of asset classes
• Strong communication skills, and the ability to build credibility and trust with both Relationship Managers and clients is key