Job description
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The Advisory Team is responsible for supporting the delivery of investment advice and implementation (including tools and programs) for Private Banking clients. The team in responsible for commercialization of the Advisory solutions and managed account platforms. The Advisory Manager role requires an individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of data, tools, managed account platform business processes. This role is critical for smooth functioning, enhancements and sustained growth of the Advisory platform.
As our Advisory Specialist – Sales Enablement, US you will:
Ensure the global investment journey model is implemented locally
Support key deliverables of the Advisory proposition, i.e., in terms of platform implementation and other work streams (e.g., investments related)
Define requirements and enhancements to applications, programs and assist with mapping processes to the platform, and perform User Acceptance Testing
Liaise with Portfolio Managers and vendor partners regarding onboarding of managers and models
Identify use cases, improvements, and deficiencies in the investment journey, i.e., be the voice of the internal and external client
Manage data streams and account logic in Advisory platforms
Collaborate with Transformation and Technology partners and prioritize features for PI Planning
Work with relevant stakeholders for monitoring of accounts and present at local and global governance forums
Monitor, track, and report on financial performance and associated procedures such as invoicing, budget requests
Act as an SME facing off to internal teams and functions such as ICs, Business Management, IT, Compliance, Transformation, Operations, etc., as well as global IWS Advisory colleagues.
For this role, HSBC targets a pay range between $150,000.00 and $200,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements
You´ll likely have the following qualifications to succeed in this role:
- Strong knowledge of investments, asset allocation and portfolio construction
- Prior experience with wealth management platforms
- Product Management experience is a plus
- Strong analytical, problem solving, leadership and presentation skills
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.