Funds & Discretionary Specialist

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our 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 deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a  Funds & Discretionary Specialist .

In this role you will:

- Act as the subject-matter expert for funds and discretionary portfolio management (DPM) solutions within the Private Bank, supporting relationship managers (RMs) and their high-net-worth and ultra-high-net-worth clients.
- Provide investment rationale, product positioning and portfolio-construction input across traditional funds and discretionary mandates.
- Partner with RMs in client engagements by presenting suitable solutions, addressing technical questions and supporting informed investment decisions.
- Enable front-office teams through product training, market updates, thematic investment ideas, client materials and timely responses to product-related queries.
- Manage relationships with fund houses and external asset managers, supporting due diligence, product access, ongoing updates and effective counterparty engagement.
- Work with Product Development and Governance teams to support fund selection, product-shelf maintenance and the ongoing review of available solutions.
- Ensure recommendations and client interactions comply with product governance, suitability, risk and regulatory requirements; maintain complete and accurate records.
- Monitor product and portfolio performance, identify emerging issues and commercial opportunities, and support growth in assets under management, revenue and client adoption.

To be successful you will need:

- Degree in finance, economics, investment management or a related discipline.
- Professional qualifications such as CFA or CAIA are advantageous.
- Strong working knowledge of mutual funds and/or discretionary portfolio mandates.
- Experience in private banking, wealth management, asset management, investment product advisory or a related financial-services environment.
- Understanding of investment suitability, product governance, risk management and regulatory expectations.
- Strong analytical and portfolio-construction skills, with the ability to interpret investment information and turn it into practical recommendations.
- Excellent communication and presentation skills, with the ability to explain technical investment concepts clearly to RMs, clients and external counterparties.
- Self-directed, commercially aware and collaborative, with the confidence to work autonomously, manage multiple priorities and take ownership of outcomes.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

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 an 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.

Issued by Hongkong & Shanghai Banking Co

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