Product Specialist, Equity Advisory - Global Private Banking

Hong Kong, Hong Kong
Not Specified
Apr 24, 2021
May 08, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

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 a high calibre professional to join our team as a Product Specialist, Equity Advisory.

Principal Responsibilities
  • Manage and grow Ultra High Net Worth and High Net Worth Private client portfolios by providing dedicated relationship management, equity services support, and exceptional client service
  • Client facing role with day to day client contact either via conference calls or client meetings to engage clients with equity advisory ideas
  • Worked closely with the research specialists in generating action oriented trade ideas on a daily basis
  • Engage with prospects to help bring in net new money to the firm
  • Directly and proactively follow up with existing clients to provide timely market outlook and equity portfolio review services
  • Partner with Relationship Managers and Investment Consultants in providing investment ideas to clients
  • Partner with structured products team to offer equity ideas as underlying for their structures
  • Support internal marketing, communicate proactively Global Research's and CFAR investment views and recommendations to Relationship Managers and Investment Councellors via huddle sessions and briefings
  • Assist Relationship Managers and Investment Counsellors on matters relating to stock investments upon request
  • Host investment outlook sessions, roadshows, weekly investment meetings, ad hoc equity presentations, including promotions of related products
  • Work on projects that can improve revenue, streamline processes or meet regulatory requirements

  • Extensive knowledge in equity investment and the ability to derive equity recommendations in multiple countries including US, Europe and Greater China
  • Significant years of experience in high and ultra high net worth client wealth management activities
  • Excellent communication skill is necessary as specialist often has to present complex financial concepts and strategies in a simple form
  • Excellent writing, speaking, and presentation skills
  • Solid sales and marketing skills
  • Proficient in Bloomberg, Microsoft Office Suite
  • A bachelor's or graduate degree is required
  • Professional designation such as CFA or CFP is preferred

To be considered for this role, the relevant rights to work in Hong Kong is required.

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 The Hongkong and Shanghai Banking Corporation Limited.

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