Vice President, Investment Counsellor Greater Delhi, India Area

The Company is seeking a Vice President, Investment Counsellor to provide investment expertise, financial analysis, and recommendations to clients with substantial funds under management. The role partners with relationship managers to identify client needs, assess suitable wealth solutions, and explain recommendations. Responsibilities include conducting portfolio reviews, evaluating product suitability and market or regulatory changes, identifying opportunities and managing risks, and joining client meetings as a technical adviser. The counsellor will also coach relationship managers, analyze a portfolio of clients each month, and lead investment sales and distribution objectives for an assigned area. Candidates should have at least eight years of relevant experience in banking or asset management, along with strong analytical, problem-solving, and productivity-enhancement skills. A postgraduate degree, preferably in economics, mathematics, or finance, an MBA, or a professional qualification such as CA is preferred. The role requires expertise in investment products, financial planning, sales and service techniques, and banking systems and processes. Excellent communication and interpersonal skills, planning and organization, and the ability to coach individuals or teams are essential; familiarity with AI-enabled tools is an advantage.

Hiring Company

HSBC