Vice President Portfolio Counsellor
Are you a highly skilled and experienced financial professional looking for a challenging and rewarding opportunity? Look no further than HSBC, a global leader in banking and financial services. We are currently seeking a Vice President Portfolio Counsellor to join our dynamic team. As a Portfolio Counsellor, you will have the opportunity to work with a diverse portfolio of clients and provide them with personalized financial solutions. If you have a passion for delivering exceptional customer service and possess in-depth knowledge of investment products and services, we want to hear from you. Join us at HSBC and take the next step in your career.
- Develop and maintain strong relationships with a diverse portfolio of clients.
- Provide personalized financial solutions to clients based on their specific needs and goals.
- Utilize in-depth knowledge of investment products and services to educate and advise clients on their financial options.
- Stay up-to-date on market trends and changes in financial regulations to ensure the most current and effective advice is given to clients.
- Collaborate with other members of the team to create comprehensive financial plans for clients.
- Ensure all client interactions and transactions adhere to company policies and regulatory guidelines.
- Meet and exceed individual and team sales targets.
- Act as a brand ambassador for HSBC, promoting our products and services to potential clients.
- Continuously build and maintain knowledge of HSBC's products and services to effectively communicate and cross-sell to clients.
- Provide exceptional customer service, addressing and resolving any client concerns or issues in a timely manner.
- Maintain accurate and up-to-date client records and documentation.
- Attend regular training and educational opportunities to enhance skills and knowledge.
- Collaborate with other departments and teams within HSBC to support the overall success of the organization.
- Represent HSBC in a professional and ethical manner at all times.
- Take on additional responsibilities and projects as assigned by management.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Internal Stakeholders.
Bachelor's Degree In Finance, Economics, Business Administration, Or Related Field.
Minimum Of 7 Years Of Experience In Portfolio Management, Investment Advisory, Or Related Role.
Strong Understanding Of Financial Markets, Investment Products, And Portfolio Management Strategies.
Proven Track Record Of Managing High Net Worth Client Portfolios And Achieving Investment Performance Targets.
Risk Management
Financial Analysis
Market Research
Investment Strategy
Client Relations
wealth management
Asset allocation
Portfolio optimization
Performance evaluation
Investment planning
Asset Valuation
Portfolio Divers
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Vice President Portfolio Counsellor in Hyderabad, Telangana, India is between ₹25-35 lakhs per annum. This may vary depending on the specific company, industry, and level of experience. Some companies may offer additional benefits such as bonuses and stock options.
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HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.
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