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HSBC · 1 day ago

Investment Counselor Analyst

Miami, FL

Full-time

Hybrid

Entry, Mid Level

$87K/yr - $130K/yr

HSBC is a global bank committed to opening up a world of opportunity for its customers. As an Investment Counselor Analyst, you will partner with Investment Counselors and Relationship Managers to provide clients with appropriate investment solutions while assessing client needs and monitoring their investment portfolios.

Financial Services

No H1B

Hiring Manager

Tori Modini

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 advisory experiencePortfolio managementSeries 7 LicenseSeries 66 LicensePrivate bankingFluency in PortugueseFluency in SpanishBS/BA in BusinessBS/BA in FinanceSoft skills

Required

Experience in investment advisory; portfolio management, brokerage, or institutional sales

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, may allow for contingency to obtain Series 7 and/or 66 within 60 days of acquiring job

Fluency in Portuguese and Spanish

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

Glassdoor3.9

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

CEO

Recent News

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Company data provided by crunchbase