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HSBC Group
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194 HSBC Group Jobs
Vice President Portfolio Counsellor
4-9 years
Hyderabad / Secunderabad
1 vacancy
Vice President Portfolio Counsellor
HSBC Group
posted 6hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Some careers open more doors than others.
If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
Business Descriptor:
Wealth Personal Banking serves more than 50 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.
We are currently seeking an experienced professional to join the INM WPB team.
Principal Responsibilities:
The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to customer with Funds under management of greater than INR 10M
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 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 region s key performance objectives
IC to analyze portfolio of 35-40 customers every month and engage with them to provide advice based on sound investment expertise.
Requirements
Qualifications/Requirements:
- At least 8 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 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
Employment Type: Full Time, Permanent
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What people at HSBC Group are saying
Rating based on 24 Vice President
reviews
Anonymous · BFSI, Investments & Trading
in Pune
Likes
The perks are good. Home loan, overdraft facility etc
Dislikes
Work culture. They promote bullying. It's like a old boy's club. New people are not welcomed. Toxic work environment
- Skill development - Bad
+4 more
Vice President salary at HSBC Group
reported by
685
employees
with 6-22
years exp.
₹18
L/yr - ₹65.2
L/yr
13%
less
than the average Vice President Salary in India
View more details
What HSBC Group employees are saying about work life
based on 4.8k employees
Flexible timing
Monday to Friday
No travel
Day Shift
HSBC Group Benefits
Submitted by Company
Pay and benefits Flexible working Career development
Submitted by Employees
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