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HSBC · 2 days ago

Investment Counselor

Miami, FL

Full-time

Onsite

Mid, Senior Level

HSBC is committed to creating opportunities for its customers and communities. As an Investment Counselor, you will partner with Relationship Managers to provide tailored investment solutions and manage client portfolios while building trust and enhancing 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 knowledgePortuguese fluencyBS/BA in FinanceSpanish preferred