HSBC Group

Some career choices have more impact than others.

At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring 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.

As an HSBC employee in Australia, you’ll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, free salary continuance insurance, share match equity scheme, enhanced parental pay and leave offering, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management and Global Private Banking.

HSBC’s Wealth business provides high-net-worth clients access to expert guidance and a range of Investment solutions including bonds, ETFs, Structured Products and Managed Funds. The Senior Investment Specialist will be responsible for providing high-net-worth and ultra-high-net worth clients access to this unique service. You will own the relationship with clients, helping to fulfil their investment needs and proactively service them as their dedicated investment expert. This is a senior role within the team, which will also provide an opportunity to be part of new business initiatives and also provide leadership support to the team.

This role represents an opportunity to join a growing business that is focusing on rapidly expanding its wealth management business in Australia. You will join a fast-paced results-oriented team presenting substantial learning and growth opportunities.  You will work closely with the Relationship managers to provide your specialist investment expertise to existing clients of HSBC.

Your main responsibilities will include:

• Utilise your extensive understanding of financial markets and investment products to have in-depth conversations with clients 
   
• Conduct face to face and virtual meetings with clients, uncovering their investment needs and presenting suitable investment opportunities 
   
• Proactively engage your client base to keep them up to date with investment markets and help the launch of new investment tranches and IPOs 
   
• Discuss thematically driven investment solutions with clients 
   
• Facilitate phone based execution for a range of investment products 
   
• Engage in daily client interactions to discuss our investments platform, markets and offer solutions 
   
• Provide market insights and research to internal stakeholders and external clients 
   
• Act with courageous integrity and uphold the integrity of markets 

To be successful in this role, you will need:

• Bachelor’s degree in a Finance and/or business-related field with extensive experience within investment markets with a proven track record in investment sales and wealth management.
   
• Exceptional knowledge of Fixed Income, Managed Funds, ETFs, Equities and Structured Products. 
   
• Previous experience in dealing with high-net-worth customers 
   
• Expertise in client relationship management with exceptional interpersonal and relationship skills 
   
• Demonstrate a strong interest and passion for financial markets, international affairs and geopolitical events 
   
• Able to work well under pressure 
   
• Must have an analytical approach with strong intuitive reasoning skills and a high attention to detail 
   
• Must have high level of self-efficacy, with a solution-oriented mindset 
   
• Post graduate degree or CFA qualification are desirable 
   
• RG146 qualified in Derivatives, Securities, Managed Funds and FX required

Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.

We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.

Learn more about careers at HSBC Australia –  https://www.hsbc.com/careers/where-we-hire/australia

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 HSBC Bank Australia Limited.  Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels.