Advisory Specialist
3 weeks ago
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC Private Bank seeks to be the leading international private 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 Private Bank, we put our clients at the centre of everything we do.
Role Purpose
This role reports to the HNW Investment Journey Manager within the Investments & Wealth Solutions Group and will focus on building out, enhancing, and monitoring the advisory investment journey and platform across client segments.
Key Responsibilities:
- Act as an SME in the Global Advisory (PRISM) proposition and platform, facing off to internal teams and functions such as ICs, Business Management, IT, Compliance etc., as well as global IWS Advisory colleagues
- Collaborate with other Front Office staff in delivering powerful and effective investment proposals to clients including direct client to position and drive the advisory business
- Support key deliverables of the PRISM proposition in terms of new proposition features and platform updates
- Work with global Advisory and CIO teams in developing investment content, model portfolios and portfolio construction
- Present at local and global governance forums and seek necessary approvals, including change requests
- Manage data and vendor related issues for Advisory platforms
- Ensure the smooth operation of Advisory platforms and proposition within a robust risk & control framework
- Maintain Advisory-related procedures and documentation e.g. DIMs
Requirements
Key Skills & Experience:
- At least 5 years of experience in Private Banking, Wealth, or Asset Management.
- Strong understanding of asset allocation and portfolio construction
- Professional accreditations such as CFA would be preferred but not essential
- Has previously been actively involved in building advisory propositions and/or platforms
- Demonstrable analytical, problem solving, leadership and presentation skills
Telephone: +44 2078328500.
Within the workplace 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 processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
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