Product Specialist (Equities) - Global Private Banking

Hong Kong, Hong Kong
May 27, 2023
Jun 09, 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job description

Some careers grow faster than others.

If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with 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 / Trader - Equities.

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
  • Worked closely with the research specialists in generating action-oriented trade ideas
  • 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 (RMs) and Investment Consultants (ICs) colleagues in providing investment ideas to clients
  • Partner with structured products team to offer equity ideas as underlying for their structures
  • Internal marketing: Communicate proactively Global Research's and CFAR investment views and recommendations to RMs and ICs via huddle sessions and briefings
  • Assist RMs and ICs on matters relating to stock investments upon request
  • Host investment outlook sessions, roadshows, weekly investment meetings, ad-hoc equity presentations, etc. (including promotions of related products)
  • Work on projects that can improve revenue, streamline processes or meet regulatory requirements
  • Basic knowledge in equity investment and the ability to derive equity recommendations in multiple countries (US, Europe, Greater China)
  • 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
  • Proficient in Bloomberg, Microsoft Office Suite
  • A bachelor's or graduate degree 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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