Inv PE - Huangpu, 中国 - HSBC

描述

Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

· Implement and communicate investment portfolio strategy that aligns with HSBC house view to internal stakeholders ( Sales Managers, Premier Relationship Managers and Investment Product Experts) and external customers

· Regularly review investment portfolio performance and adjust investment portfolio strategy based on latest house view changes as well as product updates

· Monitor product performance and work closely with internal and external product development partners to enhance after-sales services

· Monitor Distribution ' s current product sales and holding mix and identify problems/solutions to drive healthy customer portfolio

· Provide internal training materials on portfolio strategy as well as investment product insights to internal stakeholders

· Develop external seminar materials that align with HSBC house view. Be keynote speaker in customer seminars required by Distribution network

· Provide tailored made high net worth customer's portfolio review reports to Premier Relationship Managers and Investment Product Experts

Requirements

To be successful in the role, you should meet the following requirements:

· Knowledge and experience

· Minimum of five years of working experience in leading financial institutions wealth management business. Experience as an investment strategist, investment counsellor, product expert or financial advisor is preferred

· For internal candidates, at least one year of working experience as a Product Expert or Investment Counsellor in WPB

· Deep knowledge of allocation strategy and specific financial products ( structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage and etc.), financial markets, economic cycles, asset allocation and regulatory requirement relevant to the products

· Solid analytical skills using Bloomberg, Morningstar and Factset tools

· Strong presentation skills delivering logical, insightful, easy-to-understand seminars

· A solid understanding of global anti money laundering standards

· Accreditations

· Attain appropriate professional and regulatory qualifications as required by market

· Attain any internal standards as required by country

· Leadership capabilities

· Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly

· Ambitious about providing the highest standards of delivery to colleagues and clients

· Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity

· Be a mature professional to manage internal/external stakeholder ' s psychological fluctuations during market turbulence

· Authentic and motivate self to deliver at pace

· Make considered decisions that protect HSBC and our clients

· Knowledge of local and Group compliance regulations