Investment Counselor Analyst
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. In the Investment Counselor Analyst role, you’ll be partnering with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability.
Requirements
- Experience in investment advisory; portfolio management, brokerage, or institutional sales
- Knowledge of private banking business (onshore and offshore), and competitive and regulatory environment
- 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
Responsibilities
- Assess client needs
- Support development of comprehensive investment strategies, coordinating sales and execution against that strategy
- Monitor performance and appropriateness of the client’s overall investment portfolio
- Build trust with clients and the team in these interactions by learning new concepts
- Research information in real-time to provide creative solutions
Benefits
- tailored professional development opportunities
- competitive pay and benefits package
- robust Wellness Hub
- welcoming and inclusive work environment
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
