Investment Counselor

HSBC • Miami, FL

402d • $155,700 - $233,600

About The Position

The Investment Counselor at HSBC plays a crucial role in partnering with Relationship Managers to provide tailored investment solutions to clients. This position focuses on assessing client needs, developing comprehensive investment strategies, and enhancing client relationships to drive profitability. The role requires building trust with clients through effective communication and real-time research to offer creative solutions.

Requirements

• 5 years' experience in investment advisory, portfolio management, brokerage, or institutional sales.
• Extensive knowledge of private banking business (onshore and offshore) and the competitive and regulatory environment.
• Fluency in Portuguese and preferred Spanish proficiency.
• Bachelor's degree in Business, Finance, or a related field, or equivalent experience.
• Series 7 and 66 Licenses required.

Responsibilities

• Assess client needs and develop comprehensive investment strategies.
• Coordinate sales and execution against investment strategies.
• Monitor performance and appropriateness of the client's overall investment portfolio.
• Build trust with clients and team members through effective communication and research.

Benefits

• Competitive pay and benefits package
• Robust Wellness Hub
• Employee Resource Groups for networking and development
• Generous matching gift program
• Comprehensive Sustainability and Climate Change Initiatives
• Industry-leading volunteerism policy

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree