Descripción
Investment Manager
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
- Attraction of new money
- Make investment portfolios more profitable
- Training and specialization in investment products
Leadership & Teamwork
- Needs to collaborate with
- Lead investment strategy for each region (coordinate strategy with head of wealth premier and Rm´s)
Business/Commercial knowledge
Manage relationships both internal and external clients. Knowledge relevant in commercial strategies and certification for selling or advising financial products.
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.
Strategic Responsibility
Advise RM and customers to enrich the relationships by value strategies based on the current and future customer needs. Researches and interprets information, and data in order to formulates recommendations.
Requisitos
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.
Functional Knowledge
- Specialized in sophisticated investment products.
- Dominance of market events that may affect investments.
- Knowledge of internal processes regarding investment products
Others
- Requires communication skills both in dealing with internal and external client.
We offer direct hiring by the bank, base salary, performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts in more than 9,000 establishments and a career plan according to your aspirations.
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”