Head Investment Counsellor

Detalle de empleo

  • Puesto Head Investment Counsellor


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The Head of Investment Counsellor

Role purpose:

The Head of Investment Counsellor is an experienced investment advisor focused on manage IC´s and supporting private bankers in all investment themes with clients. He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the competition so he can highlight to the client the benefits of our product offering. The Head of IC´s can become the direct contact with the client in any investment theme. He is focused on advising HNWI and UHNWI; which normally diversify investments with more institutions.

Principal Accountabilities and Responsibilities

  • Work closely with clients so they can achieve their financial goals through the best investment advice

  • Increase profitability for the bank through diversified products to help maximize portfolio returns for clients

  • Attracting new money from existing clients, as well as supporting private bankers to acquire new ones

Leadership & Teamwork  

  • As a senior member of the team, provide education of sophisticated products to investment counsellors

  • Help the team grow as a whole; provide market insights including new product offering in the financial industry

  • Provide bankers with a deep understanding of current economic situations so they can improve their knowledge

Functional Knowledge

  • Specialized in sophisticated HSBC´s investment products as well as the whole market offering

  • Being well informed every day to have a deep understanding of the implications of world events to investments

  • Manage people, internal and external clients


  • Requires communication skills both in dealing with internal and external clients

  • Must have curiosity at all times to constantly enhance product offering and help improve service

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