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About the Role
HSBC Wealth & Premier solutions aim to be the leading international bank for business owners and their families, offering wealth, business, and family succession solutions in key global markets. We are seeking a Product Specialist to act as a subject-matter expert for our funds and discretionary product shelf.
Responsibilities
- Act as the subject-matter expert for the funds and discretionary (DPM) product shelf, providing clear investment rationale and product positioning.
- Partner with Relationship Managers (RMs) on solution design, including portfolio construction input, product selection and implementation guidance.
- Attend client meetings as the product specialist to present recommendations, explain risks/returns, and handle technical queries confidently.
- Enable the front office with effective pitch materials, talking points, and product insights to support consistent client messaging.
- Deliver ongoing product training, market updates and thematic investment ideas to uplift RM capability and client conversations.
- Manage day-to-day enquiries from RMs/clients with accurate, timely product information and follow-through on actions.
- Engage fund houses and external asset managers for due diligence, product access, updates and ongoing relationship management; represent the bank professionally.
- Support product governance: monitor fund/DPM performance, maintain required documentation, and proactively escalate suitability, risk or performance concerns.
Requirements
- Proven experience and strong working knowledge of investment products, particularly mutual funds, alternatives and discretionary portfolio mandates (DPM).
- Strong analytical skills with the ability to translate technical investment content into clear, client-friendly language for varied audiences.
- Commercial mindset with evidence of supporting AUM/revenue growth through effective product adoption and front-office enablement.
- Self-directed, hands-on and comfortable operating with autonomy while managing multiple stakeholders and priorities.
- The chosen candidate for this role will be required to undergo enhanced vetting.
Skills
- Investment products
- Mutual funds
- Alternatives
- Discretionary portfolio mandates (DPM)
- Analytical skills
- Client communication
- Product positioning
- Portfolio construction
- Due diligence
- Product governance
Location
- Global
Work Type
- Full-time
Experience Level
- Mid-level
Education Level
- Bachelor’s degree in Finance, Economics, Business or a related discipline.
- CFA and/or CAIA preferred (or progress towards qualification viewed favourably).
Benefits
- Continuous professional development
- Flexible working
- Opportunities to grow within an inclusive and diverse environment
About the Company
- HSBC Wealth & Premier solutions seek to be the leading international bank for business owners and their families.
- It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world.
- At HSBC Bank, we put our clients at the Centre of everything we do.
- You’ll achieve more at HSBC.
- HSBC is committed to building a culture where all employees are valued, respected and opinions count.
Equal 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