Manager- Portfolio Counsellor

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Business Description 

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.

Role Purpose

The role of an Investment Counsellor (IC) is that of a Wealth / Investment Product Expert (PE) who provides financial analysis and investment recommendations primarily to customers with Funds under Management (FUM) > INR 10M. This is a Virtual IC role, partnering closely with Overseas Indian VRMs and the PFC Team to deepen client relationships, improve investment outcomes, and drive sustainable AUM and net sales growth.

Principal Responsibilities

• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise and high-quality investment advice delivered virtually.
• Support Overseas Indian VRMs and the PFC Team to build clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients.
• Deepen and grow client relationships by identifying and uncovering client needs, recommending relevant wealth solutions, and providing technical analysis to support client conversations and closures.
• Join VRMs/PFC in virtual client meetings and provide advice and input based on technical knowledge, acting as a second point of contact for specific products and solutions.
• Coach and upskill VRMs/PFC on product-specific technical knowledge through structured on-the-job coaching, case clinics, and targeted training sessions.
• Ring-fencing of Premier customers (where applicable to the coverage model) and ensuring appropriate client engagement and solutioning aligned to segment needs.
• End-to-end ownership of Investment Sales & Distribution outcomes for the assigned virtual coverage/patch, driving strategic objectives such as:

• AUM growth
• Net sales consistency
• VRM/PFC productivity
• Unique client transactions
• Increased client coverage
• Financial Wellness sessions
• New product campaigns aligned to regional KPIs

• Portfolio analytics discipline: analyse portfolios of 35–40 customers per month and engage them with advice based on sound investment expertise (virtual engagement model).
• Supporting Head Investment Sales: This role will report to Head of Investment Sales and also work closely in driving NNIA strategy for the team.

Qualifications / Requirements

• MBA from a reputed institute preferred; Post Graduate Degree (preferably Economics, Mathematics, Finance) or professional qualifications like CA preferred.
• Strong analytical and problem-solving skills.
• Understanding of security markets and conduct meaningful conversations with clients.
• Demonstrate behaviours consistent with HSBC Values.
• Pro-tip : Familiarity with AI-enabled tools is an advantage.
• Mandatory NISM Certifications:
• NISM-VA – MF Distributors
• NISM-XXI-A – PMS Distributors
• NISM-XIII – Common Derivatives
• NISM-XIX-B – AIF (Category III) Distributors
• Expertise in bank systems and processes.
• Skills in sales, financial planning, and communication.
• Knowledge of bank and operating platforms, industry/sector knowledge, and sales/service techniques and models.

Skills

• Excellent interpersonal and stakeholder management skills (virtual-first).
• Coaching techniques (team and one-to-one).
• Planning and organizing skills.

Familiarity with AI-enabled tools is an advantage.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India