Overview
Investment Counsellor - MENA - Private Bank UK
Responsibilities
* Act 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.
* Work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients.
* Effectively position and deliver investment solutions to clients and prospects of the HSBC Private Bank.
* Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution against that strategy, and monitor performance and appropriateness of the client’s overall investment portfolio.
* Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives.
Qualifications
* Extensive experience of providing comprehensive investment advice to international/cross border clients in a regulated context is essential. Experience of doing so with Middle Eastern or North African (MENA) clients would be desirable.
* CISI Level 4 qualified as a minimum is essential. Level 6 qualification is desirable.
* Private Banking experience - essential
* In-depth knowledge of a range of asset classes - essential
* Strong communication skills, and the ability to build credibility and trust with both Relationship Managers and clients is key
* Fluency in Arabic or French - desirable
Location
London, United Kingdom
Employer/Benefits
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.
Additional information
This role is based in London.
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