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HSBC · 1 week ago

Investment Counselor

Miami, Florida, United States

Full-time

Hybrid

Mid, Senior Level

$165K/yr - $245K/yr

HSBC is a global banking and financial services company dedicated to opening up a world of opportunity. As an Investment Counselor, you will partner with Relationship Managers to provide investment solutions, develop strategies for clients, and enhance client relationships.

Financial Services

No H1B

Responsibilities

Partner with Relationship Managers to offer appropriate investment solutions to clients and attracting/enhancing client relationships and profitability

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

Build trust with clients and your team in these interactions by learning new concepts and researching information in real-time to provide creative solutions

Qualification

Investment advisory experiencePortfolio managementSeries 7 LicenseSeries 66 LicensePrivate banking knowledgeSpanish languageBusiness degreeFluency in Portuguese

Required

Experience with proven track record in investment advisory; portfolio management, brokerage, or institutional sales

Extensive 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 required

Preferred

Portuguese Fluency

Spanish Preferred

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

HSBC

HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.

Founded in 1865

London, England, GBR

10001+ employees

http://www.hsbc.com

Funding

Current Stage

Public Company

Total Funding

$12.33B

2025-12-01Post Ipo Debt· $1.45B

2025-09-10Post Ipo Debt· $1.5B

2025-03-03Post Ipo Debt· $6.5B

Leadership Team

Elie El Asmar

Chief Executive Officer

Georges Elhedery

chief financial officer

Recent News

Financial Sector Technology

WeLab raises $220 million in HSBC-backed funding round

2026-01-17

Finovate

Finovate Global UK: Regulatory Complexity, Tech Innovation, and Keeping Consumers Safe

2026-01-17

South China Morning Post

HSBC reviews Singapore insurance unit amid high growth focus on Hong Kong, mainland China

2026-01-17

Company data provided by crunchbase