HSBC Group

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

The Equity Advisory team is responsible for generating investment ideas and promoting them to internal and external audiences (i.e. HSBC Private Bank Investment Counsellors, Relationship Managers and clients), and managing the entire lifecycle of the Equity Advisory Mandate portfolios (which includes amongst other things the investment management of existing positions, reviewing and pitching new positions and adhering to best execution principles during the order entry and execution process). 

Are you interested ? Do you have a proven experience in global equity markets in a sales or analyst or portfolio manager role ? Do you enjoy to be part of a cohesive team ?

If you answered yes to any of these questions, we want to hear from you!

In this role you will:

• The jobholder must be able to maintain coverage and follow the development of existing investment ideas and themes, while simultaneously be working on new ideas (i.e. deadline and time management skills are important for the role) and driving the commercial targets of the team, which include but are not limited to asset growth, investment performance and collaboration with the Structured Product desk. 
• The Equity Advisory aligns his stock picking exercise alongside HSBC Private Bank’s Global Investment Committee strategic views, but is also expected to work on bespoke equity portfolios on behalf of advisory clients and also helps generate single stock, sector and country index ideas with the Structured Product teams. 
• The jobholder must demonstrate superior company analytical knowledge and a good understanding of business and valuation models, allowing her/him to synthetize complex concepts to audiences of varying degrees of sophistication – including UHNWI’s. 
• The Equity Advisory contributes to the strategic House View, and as such should also have a strong understanding of global sectoral and style factors – able to link bottom up stock recommendations into a broader top down context. Advisory equity specialists must also be able to advise and comment on global stocks, even if there are regional specialities for content production (US, Europe, Asia). 

• Proven experience in global equity markets in a sales or analyst or portfolio manager role. Ideal profile would be Private Banking Advisory / Product Specialist, but we will also consider candidates coming from Equity Sell-Side and Buy-side (Asset Management)
  
• Fully conversant with Microsoft Office with deep knowledge of Excel and Powerpoint. Avaloq experience would be a big plus
  
• Strong understanding of global equity markets
  
• Well-developed analytical capabilities with equity analysis and selling experience
  
• A firm understanding of the macroeconomic factors influencing equity markets
  
• Proven experience in managing advisory equity mandates/equity portfolios
  
• Client facing experience
  
• Excellent presentation skills
  
• Strong presentation and communication skills (written and verbal) in English are required – with expert knowledge of PowerPoint, Excel and Bloomberg
• Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

 Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

• We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
• You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include:

• Health & meal allowance, public transport or (e-)bike allowance
• Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
• Emergency Childcare with the Red Cross, free of charges for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme
• We’ll give you a huge range of resources that support your mental, physical and social well-being, including:
•  Various sports and leisure activities organised by the employees for the employees.
• The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. 
If you have a need that requires accommodations or changes during the recruitment process, please let us know.

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.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

For further information on building your career at HSBC, please visit: www.hsbc.com/careers