Investment Portfolio Manager

2 weeks ago


New York, New York, United States HSBC Full time

At HSBC, we're committed to helping our clients achieve their financial goals. As an Investment Counsellor Analyst, you'll play a key role in providing expert investment advice and solutions to our clients. Your primary responsibility will be to work closely with our Investment Counsellors to develop and implement tailored investment strategies that meet the unique needs of each client. You'll also be responsible for building and maintaining strong relationships with our clients, identifying their financial goals and risk tolerance, and providing regular portfolio reviews and updates. In addition, you'll work closely with our sales and execution teams to ensure seamless delivery of our investment solutions. If you have a passion for finance and a strong desire to help others achieve their financial goals, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Develop and implement tailored investment strategies for clients
  • Build and maintain strong relationships with clients
  • Provide regular portfolio reviews and updates
  • Work closely with sales and execution teams to deliver investment solutions
Requirements:
  • Bachelor's degree in business or related field
  • Series 7 and 66 licenses required
  • Strong communication and negotiation skills
  • Ability to work in a fast-paced environment

HSBC is an equal opportunities employer and welcomes applications from all qualified candidates. We offer a competitive salary and benefits package, as well as opportunities for professional development and advancement. If you're passionate about finance and committed to delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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