Job Description
Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.. Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2026 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs. Job Introduction • The Premier proposition is a strategic priority for HSBC and the role of Product Expert (PE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc. • PE is usually deployed to add value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients and is assigned to a team of Premier Relationship Managers/Top Tier relationship Managers (PRMs/TTRM’s).Whilst PRMs/TTRM’s own the end-to-end advisory and sales process with clients, PE assists PRMs/TTRM’s in understanding clients better, meeting clients together with PRMs/TTRM’s when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them. • At times the PE may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. PE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience. • The jobholder is expected to support PRMs/TTRM’s to gain more client trust and commitment in broadening and deepening their relationship with HSBC. • The role of a Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment advice to customer with Funds under management of greater than INR 5M
💡 Quick Summary
Seeking a career-building opportunity? The Vice President | Portfolio Counsellor| WPB India position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
