Investment Counsellor - MENA - Private Bank UK

The role of Investment Counsellor will provide investment advice to the clients of the Private Bank. The client segment will primarily be High Net Worth (HNW), and will potentially include some Ultra High Net Worth (UHNW) clients. This is a highly diverse client base in terms of the complexity of their needs and their previous investment experience. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.


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.


In this role you will:

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

To be successful in this role you should meet the following requirements:

To be successful in this role you should meet the following requirements:
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 Read more