Senior Wealth Strategist
10 hours ago
Job Summary:
We are seeking an experienced professional to join our team as a Senior Wealth Strategist.
About the Role:
The successful candidate will have a deep understanding of allocation strategy and specific financial products, financial markets, economic cycles, asset allocation, and regulatory requirements relevant to the products.
Key Responsibilities:
- Implement and communicate investment portfolio strategy that aligns with HSBC house view to internal stakeholders and external customers
- Regularly review investment portfolio performance and adjust investment portfolio strategy based on latest house view changes as well as product updates
- Monitor product performance and work closely with internal and external product development partners to enhance after-sales services
- Provide tailored made high net worth customer's portfolio review reports to Premier Relationship Managers and Investment Product Experts
Requirements:
- Minimum of five years of working experience in leading financial institutions wealth management business
- Deep knowledge of allocation strategy and specific financial products, financial markets, economic cycles, asset allocation, and regulatory requirements relevant to the products
- Solid analytical skills using Bloomberg, Morningstar, and Factset tools
- Strong presentation skills delivering logical, insightful, easy-to-understand seminars
- A solid understanding of global anti-money laundering standards
What We Offer:
- An estimated salary of $120,000 - $180,000 per year
- A competitive benefits package
- Opportunities for professional growth and development
About Us:
HSBC is a global banking and financial services company that provides a wide range of financial products and services to individuals and businesses.
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