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HSBC · 1 day ago

Investment Counselor

Miami, FL

Full-time

Hybrid

Mid, Senior Level

$165K/yr - $245K/yr

HSBC is a global bank committed to opening up a world of opportunity for its customers. As an Investment Counselor, you will partner with Relationship Managers to provide investment solutions, assess client needs, and develop comprehensive investment strategies to enhance client relationships and profitability.

Financial Services

No H1B

Hiring Manager

Tori Modini

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 knowledgePortuguese fluencyBS/BA in FinanceSpanish preferred