Sales and Portfolio Development Manager (80-100%)

HSBC Private Bank (Suisse) SA
Geneva, Switzerland
Mar 24, 2019
Mar 24, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

The individual is responsible for:
  • Developing the quality and content of client materials/portfolio reviews/pitches, leveraging the available metrics but delivering them in a way which enhances the client experience.
  • Collaborating with ICs / RMs in attracting and retaining assets under management, identifying investment opportunities and ensuring client risk exposure is aligned with their profile.
  • Portfolio construction and risk analysis.

There is a significant amount coordination required amongst both global and local stakeholders to ensure consistency and adoption of best practices.

The role requires the development of quality output to enhance the client experience and ensure that ICs are equipped to deliver high quality investment advice and client conversations.

In addition, the successful candidate will be expected to proactively identify investment opportunities and portfolio enhancements underpinned by the Global Investment Committee themes/asset allocation, in order to drive the increase of invested assets.

This role is expected to grow in scale as demand for the Advisory program increases over time and portfolio construction needs evolve.

Primary Responsibilities:

  • Be a primary source of expertise on the systems capability (Internal Advisory Platform) and wider Advisory Service Proposition.
  • Ability to generate relevant investment opportunities based on existing client portfolio risk metrics and position such investment opportunities with internal and external stakeholders.
  • Ability to position investment opportunities with internal and external stakeholders and influence buy-in from internal stakeholders (RMs / ICs) and from end clients.
  • Actively participate in client meetings to enrich and deepen the quality of the investment conversation.
  • Actively promote Advisory Platform capabilities internally and demonstrate the value added for front staff and for end clients.
  • Proactively identify trading opportunities for individual clients but also wider opportunities for multiple portfolios.
  • Collaborate with ICs in constructing customized portfolios.
  • Assess Global Investment Committee output with regard to thematics / asset allocation and collaborate with Product Specialists to understand the impact of adding implementation products to client portfolios.
  • Develop the quality and content of client materials/portfolio reviews/pitches, leveraging the available metrics but delivering them in a way which enhances the client experience.
  • Actively work with RMs and ICs:
  • to identify and pitch to prospective clients, pitch for share of wallet
  • to identify clients at risk and help the front line to articulate portfolio shifts to avoid client defections where such defections are triggered by performance-risk portfolio

  • Act as the main point of contact for collecting, prioritizing and driving platform evolution to increase sales pitches impact with internal stakeholders (RMs / ICs) and with end clients.
  • Liaise with trading platform providers to resolve issues or secure enhancements.
  • Drive enhancements with objective of reducing underlying costs, reducing risks and providing fair outcomes to clients.
  • Communicate changes to Front Office, ICs and ICAs on a timely basis.

  • Participate in GPB investment committees and relevant governance committees.
  • Liaise with Global Functions and peers to ensure internal alignment.

Experience & Qualifications:
  • Master degree and/or CFA preferred.
  • Minimum of 10 years of investment experience, with minimum 5 years in a client sales facing role and a proficient experience in portfolio construction and implementation role.
  • Prior experience with implementations through various investment vehicles, i.e. Mutual Funds, Equities, Fixed Income, ETFs, Alternatives, Structured investments and separate accounts across asset classes and thematics.
  • Strong knowledge of modern portfolio theory and risk analytics.
  • Strong knowledge of asset allocation models and portfolio construction methodologies.
  • Fluent in English and in French.
  • Outstanding oral and presentation skills in dealing with internal and external clients.
  • Resourceful and self-sufficient, with the ability to quickly adapt to new tasks.

We are an equal opportunity employer and are committed to creating a diverse environment.

To discover more about HSBC, please check our website:

Please apply via our career website:

Job reference number: 0000CJKR