Investment Counsellor

Investment Counsellor

Ubicación:
Cuauhtemoc, Distrito Federal, MX, 06500

Campo personalizado 3: HSBC

Área de interés: Private Banking

Campo personalizado 4: Trabajador híbrido

Fecha: 3 jun 2026

**Job description**

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**Role purpose**

The Investment Counsellor is an experienced investment advisor focused on supporting private bankers in all investment themes with clients. He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the competition so he can highlight to the client the benefits of our product offering. The IC can become the direct contact with the client in any investment theme. He is focused on advising HNWI and UHNWI; which normally diversify investments with more institut...