Job description

Some careers open more doors than others. 

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Job Descriptors 

International Wealth and Premier Banking (IWPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.  International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

JOB PURPOSE

Portfolio Management Services (PMS) is a very high growth potential area in wealth management catering to HNI clients. Assisting FM team in managing day to day investment related activities, sound knowledge of equity markets, data & analytical skills are prerequisites.

PRINCIPAL ACCOUNTABILITIES

The PMS personnel will be required for the following key activities

a.           Role of Back up FM/dealer

b.           Liasioning with PMS operations/Sales team/PMS vendor

c.            Ability to independently manage PMS frontline activities

d.           Research support to FM for idea generation/managing portfolios

e.           PMS Presentation/ data collation & updation

f.            Strong numerical skills and analytical abilities

g.           Good Verbal & Written Communication Skills

 

Requirements

CA/MBA/CFA, PMS certifications

Eligibility Criteria

  • AMIN employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
  • Entity Employees (not from AMIN) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted.

Useful Link

Link to Careers Site: Click HERE 

You’ll achieve more at 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.

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Issued by HSBC Global Asset Management (India) Private Ltd

招聘人员名称
Vineeth Ramankutty Nair
招聘人员电子邮件
vineeth.nair@hsbc.co.in