HSBC Group

Some career choices have more impact than others.

We’re looking for progressive minds who are driven, perceptive and forward-thinking, who are open to different ideas and cultures, who can connect with our customers and who will work with courageous integrity every day. 

As an HSBC employee in Australia, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes market leading subsidised private health cover, enhanced parental pay/benefits and support when you return to work, wellness days and wellbeing programs as well as a highly flexible workplace culture. 

Wealth and Personal Banking (WPB) serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. 

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 Investments 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 provide leadership support to the team.

As a Senior Investment Specialist, you will play a vital role expanding our wealth management business in Australia, by working closely with the Relationship managers providing your specialist investment expertise to existing clients of HSBC. We’re a fast-paced results-oriented team, we will provide you with substantial learning and growth opportunities to help you excel. 

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: 

• Extensive experience within investment markets with a proven track record in investment sales or wealth management (10 years plus)
• Exceptional knowledge of Fixed Income, Managed Funds, ETFs, Equities and Structured Products. 
• Expertise in client relationship management (High net worth) with exceptional interpersonal and relationship skills 
• Demonstrate a strong interest and passion for financial markets, international affairs and geopolitical events 
• Analytical approach with strong intuitive reasoning skills and a high attention to details 
• Bachelor’s degree in Commerce in Finance, Business, Mathematics or a related discipline 
• Post graduate degree or CFA qualification is desirable 
• RG146 qualified in Derivatives, Securities, Managed Funds and FX. 

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#LI-HSBCJHE