Senior Vice President and Head Portfolio Counsellor, WPB India (K912)

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Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction

Principal Responsibilities

Team Oversight & Supervision

- Review client meeting notes or investment proposals submitted by ICs (sample basis)
- Approve or validate large/complex investment recommendations or bespoke portfolio strategies
- Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts)

Client Engagement

- Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs
- Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning

Market Monitoring & Tactical Alignment

- Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).
- Ensure team is aligned on talking points and investment narratives for client conversations

Internal Coordination

- Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks
- Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs
- Compliance & Risk if required for specific approvals or clarifications

Governance & Documentation

- Review daily dashboards / surveillance alerts (if available) for IC activities
- Ensure all counselling notes and risk profiling updates are documented as per policy
- Respond to urgent internal audit or regulatory queries related to investment advisory

Pipeline & Performance Reviews

- Client engagement activity by ICs (calls/meetings/notes
Conversion funnel (meeting conducted
- implemented
- Top clients with high opportunity or low engagement
- Track AUM movement, product mix, and investment penetration

Campaign & Initiative Planning

Plan IC support for

- Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration)
- RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).
- Regional events or virtual webinars with clients

Requirements

- At least 15 years of relevant experience in a Bank of Asset Management Companies
- MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
- Strong analytical and problem-solving skills
- Proven ability in productivity enhancement
- Demonstrate behaviours consistent with HSBC Values
- Expertise in bank’s systems and processes
- Skills in sales, financial planning and communication
- Knowledge of bank and operating platforms
- Industry and sector knowledge
- Knowledge of sales and service techniques and models
- Excellent interpersonal skills
- Coaching techniques on a team or one to one basis
- Planning and organising skills

Useful Link

Link to Careers Site: Click HERE

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India