Investment Counselor Analyst
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 New York, New York office.
As our Investment Counsellor Analyst you’ll be partnering with Investment Counsellor to offer appropriate investment solutions to clients, and attracting/enhancing client relationships and profitability. You’ll be responsible for helping assess client needs, coordinating sales and execution and monitoring performance. Duties include preparation of investment proposals, consolidate performance reports and insuring portfolios are within risk parameters. 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. Requirement, Series 7 and 66 or within 60 days of acquiring job. .
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.