Job Advert Details
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If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. 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.
Your career opportunity
GPB is expanding its offshore footprint across multiple sites. This Portfolio Management Support will deliver excellent services to our internal clients by developing marketing material, maintaining up to date discretionary publications and supporting the Business Development teams in a reliable and timely manner. The role holder will be dealing with constantly changing investment climate and investor expectations and deliver top quality services (before and after sales) to our Portfolio Managers, IWS Business Development teams and clients, support the development and rollout of new discretionary mandates in Switzerland and EMEA, complying with a much more stringent regulatory environment without jeopardizing business flow.
What you’ll do
- Producing high quality marketing material and ensuring that Discretionary presentations, pitchbooks, factsheets, communications and performance reports are kept up to date;
- Performing portfolio reviews and portfolio analysis in a reliable and timely manner;
- Identify and communicate issues or limitations related to platform and workflow to streamline and improve servicing capabilities related to our Discretionary business in Switzerland and EMEA.
- Support the launch of new discretionary solutions and the implementation of new regulatory requirements that impact the offering.
- Review existing discretionary solutions to ensure they are aligned with our clients’ needs, the regulatory requirements and our strategy maintaining the orderly and transparent operation of financial markets.
- Effectively engage and collaborate with IWS and Asset Management teams to ensure alignment of key strategic activities.
- Assist in the improvement of processes to maximize servicing team productivity while maintaining highly qualitative output and ensuring integrity of servicing activities and compliance with all HSBC regulatory policies.
- Regular interactions with Compliance, Legal, Marketing and Business management to ensure appropriateness of offering and material distributed internally and externally.
What you need to have to succeed in this role
- Minimum 5 years of experience in portfolio management support and/or Marketing and/or back/middle/front office support function.
- Complete understanding of Banking/Investment products.
- Strong project and process experience.
- Proactive attitude towards problem solving, stakeholders needs and control.
- Well organized with strong attention to details.
- Hard working and quick learning person with ability to deliver under time constraints.
- IT knowledge, very good skills with Microsoft Excel and Powerpoint.
- Fluency in English.
What we offer
The pay range for this role is 13625 PLN - 17225 PLN (monthly, gross).
Variable pay is discretionary, but influenced by Group performance, business/function performance and individual performance.
We offer a comprehensive and competitive package of benefits covering healthcare, family friendly leaves, pension and life assurance, as well as many other benefits to support your wellbeing.
- Additional bonuses for recognition awards
- Multisport card
- Private medical care
- Life insurance
- One-time reimbursement of home office set-up (up to 800 PLN).
- Cafeteria platform
- Employee assistance program
- Additional contributions to PPK scheme
- Corporate parties & events
- CSR initiatives
- Nursery discounts
- Financial support with trainings and education
- Social fund
- Flexible working hours
- Free parking
If your CV meets our criteria, you should expect the following steps in the recruitment process:
- Online behavioural test
- Telephone screen
- Job interview with hiring manager
We are looking to hire as soon as possible so don’t wait and apply now!
You'll achieve more when you join HSBC.
We thank all interested candidates for their applications. We reserve the right to contact only selected candidates.
In case you would like to resign from participation in recruitment process or withdraw previously sent to us application, please email us at: krakow.recruitment@hsbc.com