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 totaling US$707bn on behalf of its clients.
We are currently seeking a high calibre professional to join our team as a Multi Asset Investment Specialist.
Principal Responsibilities
This position will play a key role in supporting our strategic Asia Wealth business momentum and the development of Multi Asset investment solutions for our internal and external customers. The Investment Specialist is a Multi-Asset product and investment expert focused on supporting AM’s range of Multi-Asset discretionary services and products and ensuring an effective link between portfolio management and distribution.
- Oversee HSBC Asset Management's multi-asset products and solutions and propose enhancements
- Initiate and steer the evolution and innovation of multi asset product and services (e.g. fund launches, re-organization), act as a key point person for fund, advisory or discretionary launches and revamp
- Maintain solid understanding of competitive positioning
- Ensure that Multi Asset products are priced appropriately ensuring a fair value for our customers and maintaining the long term objective of profitability of our shareholders
- Provide regular feedbacks on key competitors and market trends
- Keep track of regulatory changes which have an impact on investment funds or advisory and discretionary solutions and coordinate with relevant stakeholders for actions
- Coordinate with AM Product regarding bespoke mandate/solutions specifications and coordination with the AM investment teams
- Support AM product governance processes where applicable; support pricing negotiations
- Provide expertise on the funds and discretionary portfolio’ investment process, views and positions
- Provide thought leadership and articles for external and internal publication
- Deliver effective client communication to targeted client segments
- Provide timely comments on performance and ensure pro-active communication is made in case of a “market event”
- Proactively communicate sales propositions and investment opportunities
- Provide regular written portfolio strategy commentary for use in client reports / fact sheets according to pre-agreed deadlines
- Update marketing materials and contribute to RFPs
Requirements
- Proven experience working in a multi-asset role; whether as product specialist, sales, in research/fund management or investment consultancy/institutional role will be a key requirement
- Experience working in a large global organization and working with the challenges posed by an international business function is highly advantageous
- Experience in working with Senior Management
- Good understanding of MPF and Insurance
- Problem solver attitude
- CFA or equivalent post degree investment qualification
- Highly motivated and the ability to work independently
- Excellent presentation skills
- Excellent verbal and written communication skills
- Travel in Asia is required
- Fluency in Cantonese, & English and ideally Mandarin
You’ll achieve more when you join HSBC.
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.