Senior Vice President and Head Portfolio Counsellor, WPB India

Mumbai, Maharashtra
Permanent
Full-time

8 days ago

Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you furtherSales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfactionPrincipal ResponsibilitiesTeam Oversight & Supervision

Review client meeting notes or investment proposals submitted by ICs (sample basis)
Approve or validate large/complex investment recommendations or bespoke portfolio strategies
Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts)

Client Engagement

Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs
Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning

Market Monitoring & Tactical Alignment

Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).
Ensure team is aligned on talking points and investment narratives for client conversations

Internal Coordination

Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks
Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs
Compliance & Risk if required for specific approvals or clarifications

Governance & Documentation

Review daily dashboards / surveillance alerts (if available) for IC activities
Ensure all counselling notes and risk profiling updates are documented as per policy
Respond to urgent internal audit or regulatory queries related to investment advisory

Pipeline & Performance Reviews

Client engagement activity by ICs (calls/meetings/notes
Conversion funnel (meeting conducted → implemented
Top clients with high opportunity or low engagement
Track AUM movement, product mix, and investment penetration

Campaign & Initiative PlanningPlan IC support for

Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration)
RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).
Regional events or virtual webinars with clients

Requirements

At least 15 years of relevant experience in a Bank of Asset Management Companies
MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
Strong analytical and problem-solving skills
Proven ability in productivity enhancement
Demonstrate behaviours consistent with HSBC Values
Expertise in bank's systems and processes
Skills in sales, financial planning and communication
Knowledge of bank and operating platforms
Industry and sector knowledge
Knowledge of sales and service techniques and models
Excellent interpersonal skills
Coaching techniques on a team or one to one basis
Planning and organising skills

Useful LinkLink to Careers Site: ClickYou'll achieve more at HSBC.HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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