HSBC Group

GCB 3

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

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, Private Banking and Insurance.

We are currently seeking a high calibre professional to join our team as Head of Product Specialists for Discretionary and Funds, Hong Kong.

Principal Responsibilities

• Work closely with Head of DPM and Funds to drive continued long-term annuity growth at Global Private Banking in Hong Kong.
• Deliver best in class DPM and fund solutions to clients, along with highly customized solutions align with client’s investment objectives and risk tolerance.
• Play a leading role in investment dialogue with clients together with RM and ICs to implement investment plan, bespoke proposals and RFP and also in conducting post implementation periodic investment reviews.
• Coordinate and execute exclusive sales initiatives and campaigns for this segment.
• Interacts effectively with internal risk and compliance stewards.
• Manage team of specialists, serving as a dedicated DPM and Funds Specialist
• A HSBC culture carrier and cultivate strong working relationship

Qualifications / Requirements

• Deep understanding of HSBC platform, process and solutions.
• Strong Risk and Compliance mindset
• Extensive investment knowledge in DPM and funds and wealth experience in similar role.
• Strategic thinking, good business acumen and strong risk mindset.
• Excellent communication skill including ability to present complex financial concepts and strategies
• Proactive, independent and enthusiastic personality

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?".

Opening up a world of opportunity

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.