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HSBC · 3 days ago

Investment Counselor Analyst

Miami, FL

Full-time

Onsite

Entry, Mid Level

HSBC is committed to employing only those authorized to work in the US and is seeking an Investment Counselor Analyst. In this role, you will partner with Investment Counselors and Relationship Managers to provide clients with investment solutions and enhance client relationships.

Financial Services

No H1B

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

Qualification

Investment advisoryPortfolio managementSeries 7 LicenseSeries 66 LicensePrivate banking knowledgeBusiness degreeFluency in PortugueseFluency in Spanish