HSBC Holdings plc is seeking an Investment Counselor in New York, hybrid role, to partner with Relationship Managers and provide tailored investment solutions. You will assess client needs, develop comprehensive investment strategies, and coordinate execution across teams while monitoring portfolio performance and staying aligned with regulatory standards.
The role requires extensive knowledge of investments, portfolio construction, and private banking practices, plus Series 7/63/65/66 licenses.
#J-18808-LjbffrWealth Strategy Advisor in new york at Unknown Company
This position is listed as full time and hybrid.