Investment Counselor Analyst
HSBC is a global bank committed to opening up a world of opportunity. As an Investment Counselor Analyst, you will support Investment Counselors and Relationship Managers in providing clients with tailored investment solutions and enhancing client relationships. Responsibilities Partner with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability Be responsible for assessing client needs, supporting development of comprehensive investment strategies, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio Build trust with clients and your team in these interactions by learning new concepts and researching information in real-time to provide creative solutions Skills Experience in investment advisory; portfolio management, brokerage, or institutional sales Knowledge of private banking business (onshore and offshore), and competitive and regulatory environment BS/BA degree in Business, Finance or related field, or equivalent experience Series 7 and 66 Licenses, may allow for contingency to obtain Series 7 and/or 66 within 60 days of acquiring job Fluency in Portuguese and Spanish Benefits Tailored professional development opportunities Robust Wellness Hub Industry-leading volunteerism policy Generous matching gift program Comprehensive program of immersive Sustainability and Climate Change Initiatives Employee Resource Groups Company Overview HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management. It was founded in 1865, and is headquartered in London, England, GBR, with a workforce of 10001+ employees. Its website is