Investment Portfolio Strategist
2 months ago
Job Title: Investment Portfolio Strategist
Job Summary:
We are seeking an experienced Investment Portfolio Strategist to join our team at HSBC. As a key member of our Wealth Management team, you will be responsible for implementing and communicating investment portfolio strategies that align with our house view to internal stakeholders and external customers.
Key Responsibilities:
- Implement and communicate investment portfolio strategies to internal stakeholders and external customers
- Regularly review investment portfolio performance and adjust strategies based on latest house view changes and product updates
- Monitor product performance and work closely with internal and external product development partners to enhance after-sales services
- Monitor distribution's current product sales and holding mix and identify problems/solutions to drive healthy customer portfolios
- Provide internal training materials on portfolio strategies and investment product insights to internal stakeholders
- Develop external seminar materials that align with HSBC's house view and deliver keynote speeches at customer seminars
- Provide tailored-made high net worth customer 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 businesses
- Experience as an investment strategist, investment counsellor, product expert, or financial advisor is preferred
- Deep knowledge of allocation strategies 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, and easy-to-understand seminars
- A solid understanding of global anti-money laundering standards
- Accreditations and professional and regulatory qualifications as required by the market
- Leadership capabilities and ability to plan own activities accordingly
- Ambitious about providing the highest standards of delivery to colleagues and clients
- Demonstrates ability to set stretch goals for self and deliver these with courage and tenacity
- Be a mature professional to manage internal/external stakeholders' psychological fluctuations during market turbulence
- Authentic and motivate self to deliver at pace
- Make considered decisions that protect HSBC and our clients
- Knowledge of local and Group compliance regulations
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