Investment Counselor Analyst

HSBC • Miami, FL

34d

About The Position

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. We’re here to use our unique expertise, capabilities, breadth, and perspectives to open new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share. As our Investment Counselor Analyst, you wil: Partner with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability Be responsible for assessing client needs, supporting development of comprehensive investment strategies, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio Build trust with clients and your team in these interactions by learning new concepts and researching information in real-time to provide creative solutions You’ll likely have the following qualifications to succeed in this role :

Requirements

• Experience in investment advisory; portfolio management, brokerage, or institutional sales
• Knowledge of private banking business (onshore and offshore), and competitive and regulatory environment
• BS/BA degree in Business, Finance or related field, or equivalent experience
• Series 7 and 66 Licenses, may allow for contingency to obtain Series 7 and/or 66 within 60 days of acquiring job
• Fluency in Portuguese and Spanish

Responsibilities

• Partner with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability
• Be responsible for assessing client needs, supporting development of comprehensive investment strategies, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio
• Build trust with clients and your team in these interactions by learning new concepts and researching information in real-time to provide creative solutions

Benefits

• As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
• We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.
• You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
• You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees