Job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients.
We are currently seeking a high calibre professional to join our team as an Associate Director, Request for Proposal Specialist.
Principal Responsibilities
In this role you will
- Work with the RFP (Request for Proposal) Team leads and complete RFPs, RFIs (Request for Information) and Due Diligence Questionnaires (DDQs) for Institutional and Wholesale clients and consultants globally and encompassing a wide and diverse range of asset classes, investment strategies and funds
- Contribute to business growth through high quality and timely submission of compelling, accurate and client-focused RFPs and RFIs
- Support effective management of priorities and workload with colleagues across the business (specifically in Sales, Investment and Client Service) and with RFP Team colleagues globally
- Ensure high quality and timely completion of consultant requests to support our Consultant Relations strategy as well as content management (including global and regional product and firm information)
- Ensure compliance with global content management requirements; full use of global tools such as RFP content management tool (Loopio)
- Maintain a strong understanding of the marketplace and related customer and regulatory requirements
- Maintain a strong understanding of HSBC’s capabilities and funds in this context
- Develop an understanding of the need to adhere strictly to compliance, legal and regulatory procedures
Requisitos
To be successful you will need
- University degree or equivalent qualification required, preferably with an investment or finance focus
- Proven relevant experience in Asset Management (candidates with less experience will be considered for lower banding)
- Detailed knowledge of RFPs, RFIs, DDQs and related client documents, including regulations, compliance requirements and delivery processes
- Sound understanding of investment products and markets and client requirements
- Good knowledge of performance systems, reporting systems, third party performance databases and institutional reporting standards (i.e. GIPS)
- Excellent written and spoken English skills and, ideally, Chinese (both Traditional and Simplified Chinese)
Opening up a world of opportunity
http://www.hsbc.com/careers
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.