HSBC International Wealth and Premier Banking (IWPB) We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.
We are currently seeking an experienced professional to join our team. In this role, you will: Support (Sr) Mgr - Investment Product Expert and our portfolio strategist team in a broad range of responsibilities, including but not limited to - Implement and communicate investment portfolio strategy that aligns with HSBC house view to internal stakeholders (e.g. Sales Managers, Premier Relationship Managers and Investment Product Experts) and external customers - Regularly review investment portfolio performance and adjust investment portfolio strategy based on latest house view changes as well as product updates - Monitor product performance and work closely with internal and external product development partners to enhance after-sales services - Monitor Distribution’s current product sales and holding mix and identify problems/solutions to drive healthy customer portfolio - Provide internal training materials on portfolio strategy as well as investment product insights to internal stakeholders - Develop external seminar materials that align with HSBC house view. Be keynote speaker in customer seminars required by Distribution network - Provide tailored made high net worth customer’s portfolio review reports to Premier Relationship Managers and Investment Product Experts
Qualifications To be successful in the role, you should meet the following requirements: - Knowledge and experience - Minimum of five years of working experience in leading financial institutions wealth management business. Experience as an investment strategist, investment counsellor, product expert or financial advisor is preferred - For internal candidates, at least one year of working experience as a Product Expert or Investment Counsellor in WPB - Deep knowledge of allocation strategy and specific financial products (e.g. structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage and etc.), financial markets, economic cycles, asset allocation and regulatory requirement relevant to the products - Solid analytical skills using Bloomberg, Morningstar and Factset tools - Strong presentation skills delivering logical, insightful, easy-to-understand seminars - A solid understanding of global anti money laundering standards - Accreditations - Attain appropriate professional and regulatory qualifications as required by market - Attain any internal standards as required by country - Leadership capabilities - Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly - Ambitious about providing the highest standards of delivery to colleagues and clients - Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity - Be a mature professional to manage internal/external stakeholder’s psychological fluctuations during market turbulence - Authentic and motivate self to deliver at pace - Make considered decisions that protect HSBC and our clients - Knowledge of local and Group compliance regulations
You’ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website./BG｜
