Vice President - Portfolio Counsellor, WPB India
Welcome to HSBC, a leading global bank with a strong presence in India. We are currently seeking a talented and experienced Vice President - Portfolio Counsellor to join our Wealth and Personal Banking (WPB) team in India. In this role, you will have the opportunity to work with high net worth clients and provide them with expert portfolio management advice and solutions. As a trusted advisor, you will play a critical role in shaping and executing our clients' wealth management strategies. We are looking for a dynamic individual with strong financial acumen and a passion for delivering exceptional client service. If you are a driven and results-oriented professional with a deep understanding of the Indian financial market, we invite you to apply for this exciting opportunity.
- Develop and maintain strong relationships with high net worth clients, serving as their primary point of contact for all portfolio management needs.
- Provide expert advice and solutions to clients regarding their investment portfolios, taking into consideration their unique financial goals, risk tolerance, and market trends.
- Collaborate with other members of the Wealth and Personal Banking team to identify and capitalize on new business opportunities.
- Stay up-to-date on market trends and regulatory changes in the Indian financial market, and use this knowledge to provide strategic guidance to clients.
- Conduct regular portfolio reviews and make recommendations for adjustments as needed to ensure that clients' financial goals are being met.
- Maintain accurate and detailed records of client interactions and portfolio management activities.
- Adhere to all internal policies and procedures, as well as regulatory requirements, to ensure compliance.
- Act as a brand ambassador for HSBC, promoting our products and services and providing a positive client experience at all times.
- Mentor and support junior team members, providing guidance and expertise as needed.
- Continuously strive to improve and enhance the overall client experience through innovation and creative problem-solving.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Bachelor's Or Master's Degree In Finance, Economics, Or A Related Field.
Minimum Of 8-10 Years Of Experience In Portfolio Management, Wealth Management, Or Investment Advisory.
Strong Understanding Of The Indian Financial Market And Regulatory Environment.
Proven Track Record Of Successfully Managing Portfolios And Delivering Financial Results.
Risk Management
Strategic Planning
Financial Planning
Market Research
Team Leadership
Client Relationship Management
wealth management
Asset allocation
Portfolio optimization
Business
Investment Analysis
Performance evaluation
Communication
Conflict Resolution
Leadership
Time management
creativity
Organization
Teamwork
Adaptability
Problem-Solving
Decision-making
According to JobzMall, the average salary range for a Vice President - Portfolio Counsellor, WPB India in Mumbai, Maharashtra, India is approximately ₹ 30,00,000 - ₹ 50,00,000 per year. This can vary depending on the specific company, experience level, and other factors.
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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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