Job Purpose: 

  • The role will provide global leadership and specialist experience on the Equities asset class in the Funds and ETFs product line for GPB globally
  • May have management responsibilities for other product specialists
  • Responsible for oversight of selection of Equities Funds and ETFs, and for the creation of high quality thought leadership materials which will help drive the adoption and growth of the product line globally
  • The role holder will be expected to have extensive interaction with external asset managers, and be able to write detailed reports, and make presentations to articulate his / her views with conviction, to clients and frontline colleagues in the Private Bank.

Your Responsibilities:

  • The role holder will be expected to help drive the adoption and penetration of Funds and ETFs within the Private Banking book globally
  • Strong communication is an important skill – as the role holder should be able to make presentations both in writing and in spoken presentations to articulate his / her views effectively to clients and frontline colleagues in the Private Bank
  • Analyse, select and advise investments in Equities Funds and ETFs to the benefit of clients
  • Build and maintain a high quality of analysis and advice on Equities funds and ETFs globally
  • Act as a lead fund analyst for Equities, helping produce selected fund lists, model portfolios and investment themes by running in depth analysis, making documented submissions, and monitoring Fund selection
  • Actively participate in the Global Fund Selection Committee and Fund Selection Process, chaired by the Global Head of Funds and ETFs, as well as represent the Funds and ETFs group in Investment meetings
  • Lead the support to Relationship Managers and Investment Counselors in proposing Equities fund solutions to clients
  • Communicate effectively with key stakeholders (both within the ISPS team and the wider Private Bank, as well as Funds/ETFs houses)
  • Maintain awareness and comply with HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Perform responsibilities with integrity and high standards of ethics, complying fully with the Compliance Policy as well as with both the spirit and letter of the law, rules and practices that govern the HSBC Group globally
  • Maintain awareness of the Operational Risk Scenario associated with the role.

Skills and Qualifications:  

  • 15 years or more of prior experience in the Funds / Asset Management industry with specialist exposure to Equities
  • Prior experience should ideally include experience as an Equities fund manager / fund selector or as an Investment Specialist in Equities
  • Professional qualifications / certifications like a CFA, FRM, MBA are a positive but not a pre-requisite
  • The role will also involve client interaction and the job holder may need to obtain adequate regulatory certifications to enable the same
  • This is a senior role with important product line responsibilities and with frequent Senior Management contact at external Asset Managers.

Source: for more information click here.

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