Job description
Role purpose The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on market view and the products that we have to satisfy their investment needs. In addition to this, the investment manager must be a person specialized in sophisticated investment products (such as DPM, PIM, structured notes, commercial papers, equity, etc.) which in the long run translates into more profitable portfolios that allow HSBC to generate a higher profit revenue.
Principal Accountabilities and Responsibilities (e.g., for Business, Customers and Stakeholders; internal control environment, etc.)
· Attraction of new money
· Make investment portfolios more profitable
· Training and specialization in investment products
Functional Knowledge
· Specialized in sophisticated investment products.
· Dominance of market events that may affect investments.
· Knowledge of internal processes regarding investment products
Requirements
Role Attributes.
Experience
Experience in investing and implementing international active portfolios such as DPM, PIM or mutual funds, ETFs, derivatives, besides deep understanding of local regulation and investment regime.
Business / Commercial knowledge
Manage relationships both internal and external clients. Knowledge relevant in commercial strategies and certification for selling or advising financial products.
Leadership
Managing or interacting with high performance teams with strong communication skills and work with influence internal leaders. Participate customer events through technology and internet connectivity.
Problem Solving
Interprets information by advise and accompaniment RM like a product specialist and addition value in the relationship between clients and HSBC. Capacity of managing highly skilled analysts. Ensure coverage the customer needs and risk profile to advise financial planning. Help RM to acquire new clients and referrals.
Innovation
Develop new ideas to define business with key products to help differentiate traditional investments and portfolios.
Accountability / decision making
The responsibility with others is limited but direct impact on the business through the quality of the services provided. Investment Manager will review product penetration and identify potential customers who can be sold tailored products.
At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.
HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”.