Vice President, Portfolio Counsellor Greater Mumbai, India Area

The Company is seeking a Vice President, Portfolio Counsellor to provide investment expertise, financial analysis, and tailored recommendations to wealth clients. The role partners with relationship managers to identify client needs, recommend suitable solutions, support presentations, and build client confidence. Responsibilities include reviewing portfolios, assessing product suitability and market or regulatory impacts, identifying opportunities and risks, joining client meetings, and coaching colleagues on investment products. The counsellor will also advise a portfolio of clients regularly and contribute to investment sales, client coverage, and portfolio growth objectives. Candidates should have at least eight years of relevant experience in banking or asset management, strong analytical and problem-solving abilities, and expertise in banking systems, financial planning, sales, and client communication. A postgraduate degree, preferably in economics, mathematics, or finance, or a professional qualification such as CA is preferred; an MBA is also preferred. Mandatory certifications include NISM-VA, NISM-XXI-A, NISM-XIII, and NISM-XIX-B. Strong interpersonal, coaching, planning, and organizational skills are required, while familiarity with AI-enabled tools is an advantage.

Hiring Company

HSBC