Investment Counsellor

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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.


HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.


The role of Investment Counsellor will provide 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. This is a highly diverse client base in terms of the complexity of their needs and their previous investment experience. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.


As an HSBC employee in the UK, you will 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 will:

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:

To be successful in this role you should meet the following requirements:
Extensive experience of providing comprehensive investment advice to High Net Worth clients in a regulated context - essential
CISI Level 6 qualified - essential
Private Banking experience - 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