Fund Specialist - Global Private Banking

Expiring today

Singapore, Singapore
18 May 2023
01 Jun 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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 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 Fund Specialist - Global Private Banking.

Principal Responsibilities
  • Engage in marketing activities to high net worth clients and relationship managers
  • Support relationship managers to provide consultative multi asset class Managed Investment Solutions such as discretionary programs, both standard and bespoke mandates as well as Mutual Funds and ETFs
  • Provide individual trainings to relationship managers, as well as timely products and market updates
  • Play a key role in tailor making investment proposals for high net worth clients
  • Involve in projects related to new product development and maintenance. Act as a liaison between internal clients and product providers
  • In charge of the development of product brochures and sales presentation materials
  • Carry out important risk management tasks to meet legal and regulatory requirements
  • Follow performance of discretionary programs and funds closely in order to articulate these properly to clients and relationship managers
  • Prior experience in private banking and wealth management industry with strong knowledge on managed products
  • Relevant qualification in Finance or Economics or related disciplines. CFA charter holders well regarded
  • Strong understanding on individual securities or specific asset class would be an advantage
  • Excellent communication and presentation skills are required
To be considered for this role, the relevant rights to work in Singapore is required.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

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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