Investment Counsellor - Private Bank UK

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role Investment Counsellor.

In this role, you will provide regulated investment advice to the clients of the Private Bank. The client segment will primarily be High Net Worth (HNW) and will potentially include some Ultra High Net Worth (UHNW) clients. You will have the opportunity to attract and work with a highly diverse client base with complex investment needs.

The role is based in Birmingham but will require frequent business travel across the Midlands region to visit clients.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

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 (RM) 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:

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

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500