HSBC is one of the world’s largest banking and financial services organisations. We serve more than 37 million customers through four global businesses: Commercial Banking, Retail Banking and Wealth Management, Global Banking and Markets, and Global Private Banking.

Our network covers 70 countries and territories in Europe, Asia, the Middle East and North Africa, North America and Latin America. With around 4,000 offices worldwide, we aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.

HSBC London, United Kingdom
26 Jan, 2018
Experienced Hires
Role Title:   Investment Counsellor – International Business:   Private Banking New or Existing Role?  Existing Grade:   4 Role Purpose International Investment Counsellor International Investment Counsellors (IC) service the International client segment in the Private Bank and the underlying client book is typically made up of individuals and families who have sophisticated investment and hence seek a more tailored service from the Private Bank. Given the breadth of asset class and investment focus involved, combined with the front facing aspect, the role requires a combination of robust technical ability and strong client facing skills. ICs are client-facing investment specialists who position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients. ICs work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients, therefore credibilty with the International RM team is key. Advice encompasses both discretionary services available and advisory recommendations. Responsible for the positioning/delivery of investment solutions to clients and prospects of the HSBC Private Bank, with the primary objectives of: Partnering with RMs to offer appropriate investment solutions to clients. Attracting/enhancing client relationships and profitability. Being accountable for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio. Key Accountabilities Impact on Business Partner with the International RM team, ISPS ,Compliance, Risk and Marketing. Know your client , Increase share of wallet with clients and drive increased return on assets. Improve clients’ portfolios ensuring alignment with risk profile and investment objectives. Monitor and follow-up on clients investments Work with the wider ISPS team to help bring the best of HSBC to International clients and their advisers. Customers / Stakeholders External clients The International RM team. The IC team, GPB ISPS, PWS, Compliance and Risk Other Group Entities, such as Global Asset Manaegement Internal and external regulators Leadership & Teamwork Act with courageous integrity : adhere to HSBC Values and business principles Provide constructive feedback on business, products, team members or strategy Proactively engage with RMs, Desk Heads and other product specialists. Operational Effectiveness & Control Maintain a strong control environment Contribute to sustainable cost savings Adhere to conduct framework, ensuring suitability of products to customer requirements and putting the customers’ needs first Contribute to development of automation and analytics Knowledge & Experience / Qualifications CFA preferred RDR minimum level 6 qualified Candidates need to have advisory experience especially for UKRND and/or CEE clients Acknowledged professional experience in investment advisory role Significant experience operating within UK regulatory environment (or similar) Language skills desirable. Russian an advantage although not essential. European languages also a plus Within HSBC certain roles are designated as Enhanced Vetting Roles. For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the Enhanced Vetting role, on an on-going basis. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis. This role has been designated as an Enhanced Vetting Role. For more information about the relevant additional checks for this role please contact the hiring manager We are an equal opportunity employer and are committed to creating a diverse environment. Job Field : Private Banking Primary Location : Europe-United Kingdom-Greater London-London Schedule : Full-time Type of Vacancy : Global vacancy
HSBC Global
28 Apr, 2017
Graduate Hires
What to expect We’re looking for the future leaders of Global Private Banking. You will need to be forward-thinking, driven and perceptive, open to different ideas and cultures and enjoy being part of a team. Our two-year rotational programme of four placements, each lasting six months, will give you wide exposure to our private banking business. You’ll join a team providing wealth management advice and tailored investment solutions to help our high-net-worth clients and their families grow, manage and preserve their wealth. You’ll learn how to build relationships with our clients, understand their circumstances and create a wealth-management strategy that meets their financial goals. You’ll develop the expertise to advise clients on the most appropriate products and how best to invest private client funds. You’ll gain the knowledge to advise business owners on their finances, taking into account issues such as succession planning and charitable activities. We work in close partnership with Commercial Banking and our other global businesses There will be plenty of people around to support you. You’ll be assigned a mentor and buddy, who will be on hand to offer advice and guidance and provide a sounding-board for your ideas. There will be many opportunities to develop your network of contacts, within Global Private Banking and beyond. As well as your immediate team, we have Employee Resource Groups (ERGs), also known as networks. They are similar to the clubs and societies that you may have had access to at school, college or university. ERGs are voluntary employee-led groups. Our seven core global diversity-themed networks are: Ability, Balance, Embrace, Faith, Generations, Nurture and Pride. We also have common interest groups that connect employees on a variety of different topics. They are open to all employees. You’ll also be able to take part in our sustainability initiatives. Our volunteering programme, for example, could help you to develop new skills, while contributing to the communities in which we work. We offer a market-competitive pay and benefits package according to your role and location. Learning and development We offer a high-quality learning and development programme. It starts with our global induction event, Global Graduate Discovery, which will take place in London in August 2017 for all graduates joining our global businesses. The three-day interactive event will provide you with an overview of HSBC as well as an opportunity to network with your 2017 global graduate peer group and colleagues in the business. Once you’ve completed the Global Graduate Discovery event, you will attend the Global Private Banking Technical Training with colleagues from around the world. The six-week training course will give you an insight into the different products we offer, an opportunity to practice some of the key behavioural skills needed, networking with our senior management team in a social setting and help to work towards professional qualifications. During your rotational programme you’ll benefit from training that includes regular access to coaching and advice, as well as frequent and constructive feedback on your performance. Coaching and experience will develop your technical and behavioural skills, enabling you to take advantage of the extensive global opportunities we offer. We will provide everything you need to move up, although you will drive your own development. Career paths The Global Private Banking Global Graduate Programme is the beginning of an exciting journey in international banking. On completion of the programme, you’ll continue learning about interacting with clients as a relationship manager or improving your understanding of the investment world as a product specialist. Tailors needed We are looking for Tailors; people who are passionate about providing bespoke services for our clients. You’ll need to be an excellent communicator with an eye for detail. We assess all applicants against our values and our global graduate capability framework. Information on our recruitment and selection process can be found on our hints and tips page.