Manager WEM Portfolio Management - Wealth & Personal Banking

Job description

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.

HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

We are currently seeking a high calibre professional to join our team as a Manager WEM Portfolio Management.

Principal Responsibilities

• Demonstrate expert knowledge in one or more product categories from the following list with relevance to the Markets; examples are Unit Trust/ Structured Products/ Fixed Income/ FX/ Estate Planning/ Retirement/ Protection, etc
• Exhibit a strong qualitative and quantitative understanding of the financial markets, socioeconomic dynamics, and regulatory requirement capability to advise the formulation of strategic direction
• Exercise a forward-looking mindset in the analysis of financial markets and development of market insights. Implement the globally standardized House View to drive the wealth investment direction for the frontline salesforce under different market environments and scenarios
• Conduct detailed examination and analysis of clients' portfolios to discover untapped opportunities, and deliver robust & needs-based wealth solutions & initiatives
• Analyze and interpret complex data of clients' portfolios and formulate Management Information to facilitate an informed decision-making process and the formulation of bespoke investment wealth solutions for clients.
• Coordinate with Investment Team Leaders to manage activities, and work with internal stakeholders to facilitate knowledge transfer on product initiatives, investment wealth solutions, and the financial markets and deliver high-quality sales services
• Support the frontline sales team on portfolio reviews to identify risks and opportunities, and consolidate key market updates and information to prepare sales scripts for conversation initiation
• Identify and consolidate feedback from Relationship Managers and clients to product teams to facilitate continuous improvement of our products and services
• Liaise with the project team and stakeholders to facilitate project development and resolve project blockers as they arise
• Initiate and conduct educational events with clients to improve clients' financial literacy and knowledge of financial markets and solutions
• Possess knowledge of, and comply with local regulations in all aspects of compliance and due diligence; examples are strategy, sales processes, product suitability, client correspondence, and complaint handling

Requirements

• Minimum of bachelor's degree in business, finance, related field, or equivalent experience
• At least 5-year experience in wealth banking, product specialist, financial advisor, or equivalent
• Strong relationship management, communication and negotiation skills, and sales capability in client servicing to manage the consultative sales process and provide needs-based solutions
• Positive and proactive attitude, with the flexibility to collaborate in a team setting, and willingness to take on new responsibilities
• Extensive external market awareness of market conditions, new product solutions, and a robust understanding of financial market activities
• Capability to demonstrate a forward-looking mindset in the analysis of financial markets and development of market insights
• Proven track record of conducting detailed portfolio analysis and management to capture wealth investment opportunities
• Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socioeconomic dynamics, and regulatory requirements relevant to the products
• Excellent communication skills in English, Mandarin, and Cantonese
• Specialisation in one or more product categories e.g. Unit Trust/ Structured Products/ Fixed Income/ FX/ Estate Planning/ Retirement/ Protection etc
• A solid understanding of local and Group compliance regulations, customer due diligence, portfolio risk identification, and global Anti-Money Laundering (AML) standards

You'll achieve more when you join HSBC.
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Issued by The Hongkong and Shanghai Banking Corporation Limited.