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Investment Counselor

Brand: HSBC

Area of Interest: Private Banking

Location:

Miami, FL, US, 33131

Work style: Hybrid Worker

Date: 17 Dec 2025

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.

As our Investment Counselor you will:

+ 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

You´ll likely have the following qualifications to succeed in this role:

+ Experience with proven track record in investment advisory; portfolio management, brokerage, or institutional sales

+ Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment

+ Portuguese Fluency and Spanish Preferred

+ BS/BA degree in Business, Finance or related field, or equivalent experience

+ Series 7, 66 (or 63 and 65)

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

**Nearest Major Market:** Miami