Job description
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking an ambitious individual to join our team as a Funds Product Specialist, a core offering in our Prism Advisory service within our Investment & Wealth Solutions Group.
Role Purpose
- Our team of Product Specialists function as subject matter experts supporting our wider Advisory business. This specific role – Product Specialist: Funds – would be responsible for delivering broad based advisory funds solutions and supporting Investment Counsellors with the mutual fund/ETF product offerings, new fund launches and client queries. The role would work closely with the Global Funds & ETFs team to ensure product consistency while deliver offerings that meet local client needs, ensuring these are in compliance with regulatory and internal policies.
- A smaller element of this role would be to take on a supportive function to our Product Specialists covering Structured Products. Creating both involvement with another successful part of our advisory business and provide an opportunity to grow understanding of derivative based structures.
- Strong interpersonal skills would be a critical element of a successful candidate to build relationships with both external stakeholders such as High Net Worth and Ultra High Net Worth clients but also internal stakeholders like Relationship Managers (RM), Investment Counsellors (IC) and other GPB Product Specialists across the group. Proactive interaction would include advice on Funds & ETFs investments, portfolio construction and theme implementation as well as general marketing of ideas, and idea generation.
- Confident presentation skills with the ability to communicate in a timely and investment relevant manner, both oral and written, are also an advantage as this role would write marketing materials, and general client collateral, as well as internal fund update presentations. Being able to articulate the house view on Funds and provide commentary where relevant is essential.
- 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.
Key Skills & Experience:
- Minimum 4-7 years of experience of the asset management / wealth investment business
- An in-depth and demonstrable working knowledge of the Funds asset class.
- A good understanding of financial investment products, valuation methodologies and basic derivative structures
- High level of curiosity and interest in investment subjects
- A demonstrable track record of driving results while maintaining high standards
- A strong ability to work in a team environment, adapt to an entrepreneurial group and to think and act independently.
- Excellent oral and written English is a pre-requisite with other languages an additional benefit
- Well organised and ability to prioritise a multitude of tasks
- Proficiency with Excel, PowerPoint and other system applications strongly preferred
- Bachelor’s degree with a focus in Finance, Economic, Accounting or related fields a benefit
- FCA Level 4 or higher. MBA / CFA charterholder or progress towards CFA designation a plus
Source: for more information click here.
