1+ months

Investment Counselor

San Francisco, CA 94132
  • Job Code
    0000GP9X

At HSBC, the health and well-being of our employees remains of utmost importance.  Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our San Francisco, California office.

 

As our Investment Counsellor you’ll be partnering with Relationship Managers to offer appropriate investment solutions to clients, and attracting/enhancing client relationships and profitability. You’ll be responsible for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio. Every day, you’ll build trust with clients and your team in these interactions by learning new concepts and researching information in real-time to provide creative solutions. To thrive in this job, you need experience in portfolio management, brokerage or institutional sales. You must have a Series 7 and 66.   

 

About Us

Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

 

Categories

Posted: 2021-12-16 Expires: 2022-06-03

HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Investment Counselor

HSBC Bank USA
San Francisco, CA 94132

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast