Investment Counsellor - Private Bank UK Brand: HSBC Area of Interest: Location: London, GB, W1S 3LJ Work style: Hybrid Worker Date: 5 Jan 2026 If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do. We are currently seeking an experienced professional to join our team in the role of Investment Counsellor (IC) to provide investment advice to the clients of the Private Bank. The client segment has a highly diverse client base in terms of the complexity of their needs and their previous investment experience. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. In this role you will: Work as a client-facing investment specialist to position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients on both Advisory and Discretionary investments. Collaborate with Relationship Managers (RM) on prospect pitches by delivering the Private Bank's investment ethos and services to potential clients while building credibility with RMs. Attract and enhance client relationships and profitability. Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objective Partner with a senior IC within the team to ensure efficient management of a wider book To be successful in this role you should meet the following requirements: Investment advisory experience within a client facing role - essential CISI Level 4 - essential. Level 6 is preferred Proven track record within a Wealth Management or Private Banking focusing on HNW clients - essential Expert working knowledge of the UK regulatory environment - essential Ability to collaborate with a wide team and diverse set of stakeholders This role is based in London. Opening up a world of opportunity Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: hsbc.recruitment@hsbc.com Telephone: 44 207 832 8500