# Investment Counsellor

**Company**: Intl Wealth & Premier Banking
**Location**: San Andres Cholula, Puebla
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612620061?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/investment-counsellor-979d74da-87d/

## Description

We are seeking an experienced Investment Counsellor to support private bankers in providing investment advice to high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWIs).

As an Investment Counsellor, you will be responsible for providing expert investment advice, managing relationships with internal and external clients, and helping to grow the bank's assets under management.

Key responsibilities include:

- Providing investment advice to HNWIs and UHNWIs

- Managing relationships with internal and external clients

- Helping to grow the bank's assets under management

- Providing market insights and updates to private bankers and clients

- Participating in weekly meetings and communicating daily insights and information about economic outlook, markets, and financial products

Requirements:

- Several years of experience in the financial industry

- Deep understanding of market and economic trends and their implications for portfolios

- Experience working with HNWIs and UHNWIs

- Knowledge of local regulations and investment regimes

- Strong communication and leadership skills

We offer a competitive salary and benefits package, including a generous paid leave policy.

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## Skills

### Required
- investment advice
- relationship management
- market analysis
- communication
- leadership

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612620061?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)