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Role purpose
The Investment Counsellor is an experienced investment advisor focused on supporting private bankers in all investment themes with clients. He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the competition so he can highlight to the client the benefits of our product offering. The IC can become the direct contact with the client in any investment theme. He is focused on advising HNWI and UHNWI; which normally diversify investments with more institutions.
The personalized attention to all clients is key to making a difference with other banks,
as well as a deep understanding of client´s needs son he can help diversify their portfolios with a long term view and cultivate a durable relationship with clients to meet their financial needs through a wide variety of products including discretionary mandates(starting at 5 million pesos and 20 million pesos); and tailor-made portfolios (for clients with AUM´s of +200 million pesos), besides the regular products such as fixed income, equities, ETF´s, structured products, securities-backed lending, and others. The growing relationship with a client and excelling in investment advice will eventually translate into acquiring new assets from other institutions.
Another important role is to act as a speaker for Investment Outlook´s aimed to provide clients a deep understanding of current economic and market situations, helping clients make the best decisions under any situation.
Principal Accountabilities and Responsibilities
- Work closely with clients so they can achieve their financial goals through the best investment advice
- Increase profitability for the bank through diversified products to help maximize portfolio returns for clients
- Attracting new money from existing clients, as
📌 Investment Counsellor (Cuauhtémoc)
🏢 HSBC Global Services
📍 Cuauhtémoc
Postulate a este anuncio
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.