HSBC Group

GCB 6

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

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 Portfolio Management Support.

Principal Responsibilities

• Be part of the HSBC Private Bank Managed Solutions Portfolio Management Support team –constructing, implementing and executing the investment decisions on behalf of investment managers for HSBC Private Bank discretionary investment mandates
• Act on Portfolio Managers' instructions on trades by doing portfolio construction, implementation and preparing market orders for various asset classes for execution
• Executing and booking trades in equities, bonds, mutual funds, FX & alternative investments for discretionary client accounts
• Be responsible for pre trade control regarding client investment guidelines, available cash and holding positions
• Ensure that there is no short selling, available cash is sufficient before placing the orders, client’s special guidelines are not breached, and the orders are in full compliance with internal and external requirements
• Coordinate programs rebalancing in areas such as portfolio construction, SAA and TAA changes
• Create/maintenance of excel order planning tool in both equity and bond for trade planning purposes,
• Arrange FX trade to fulfil trade settlements before value date according to different requirements in different markets
• Co-ordinate all aspects of discretionary client accounts from accounts set up, trading, addition/withdrawal requests, and other miscellaneous requests from client
• Liaise and work with portfolio managers on all aspects of discretionary client accounts i.e. the acceptance of securities regarding securities transfers to new accounts and various ad hoc client instructions for their accounts
• Work with Relationship Managers and Portfolio Managers for partial or full redemptions
• Liaise with portfolio managers for corporate action events which investment decision is required
• Communicate and liaise with other front-line staff on client serving needs and queries
• Work with Information Technology team for system enhancements that contribute to a range of discretionary-specific projects

• University degree in business or equivalent
• Preferred experiences in dealing in securities, good understanding of end-to-end trade life cycle and operational risk
• Sound understanding of various FI/Equity/FX products
• Highly proficient at Excel
• Experience in macro VBA, knowledge in python will be an added advantage
• Good at multi-tasking, able to organize and analyse large volumes of data
• Fluent in English and Cantonese

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.