Head of Investment Counselling ,GPB India

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Wealth & Personal Banking serves more than  million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Principal Responsibilities:

• The role of a Head of Investment Counsellor (IC-Portfolio Advisory Service) is of an Advisor & Product Expert (PE) managing investment portfolios under Portfolio Advisory Service (PAS). Incumbent is required to provide financial analysis and investment recommendations primarily to customers with Total Relationship Balance of greater  with HSBC
• Incumbent will be handling Investment Portfolios of UHNI’s- Individuals, Family offices, Investment Trusts/PICs etc and manage a team of ICs
• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
• Works to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
• Aims at deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and presenting and explaining solution(s) to client
• Conduct portfolio reviews to assess product suitability and update on market changes having impact on products held by clients
• Regularly meeting clients and provide advice, input based on technical knowledge
• Ring-fencing of Top Tier customers with sound and relevant information/product advisory
• End to end ownership of the assigned patch and run strategic objectives like AUM Growth, Net Sales consistency, productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region’s key performance objectives
• Investment Counsellor to manage portfolios of 30-35 UHNI customers and engage with them to provide advice based on sound investment expertise