Product Expert - Invms RBWM (Vice President - Portfolio Counsellor, WPB India)
HSBC · chandigarh, IN
FinanceBanking/Financeinvestmentportfolio managementfinancial analysiswealth managementclient relationsrisk management
The role involves providing financial analysis and investment recommendations to clients with significant funds under management. Responsibilities include conducting portfolio reviews, supporting relationship managers, and enhancing client relationships through technical expertise. The position requires strong analytical skills and a proven ability in productivity enhancement.