Strategic Portfolio Investment Specialist
hace 2 semanas
The primary objective of this role is to deliver exceptional client service and guidance to high-net-worth individuals, securing new business opportunities from other financial institutions. This is achieved through tailored portfolio diversification and regular market updates to satisfy their investment needs.
As a skilled investment professional, you will be responsible for specializing in sophisticated investment products (such as DPM, PIM, structured notes, commercial papers, equity, etc.) to create more profitable portfolios that drive revenue growth for HSBC.
Main Accountabilities
- Securing new business opportunities.
- Developing expertise in investment products.
Leadership & Collaboration
- Collaborating with team members.
- Leading investment strategies for each region (coordinating strategy with Head of Wealth Premier and Relationship Managers).
Business Acumen
Maintaining strong relationships with internal and external clients. Possessing knowledge relevant to commercial strategies and certification for selling or advising on financial products.
Problem Solving
Interpreting information to advise and support Relationship Managers as a product specialist, adding value to the relationship between clients and HSBC. Managing highly skilled analysts. Ensuring coverage of customer needs and risk profiles to advise on financial planning. Assisting Relationship Managers in acquiring new clients and referrals.
Developing innovative ideas to define business with key products to differentiate traditional investments and portfolios.
Strategic Responsibility
Advising Relationship Managers and customers to enhance relationships through value strategies based on current and future customer needs. Researching and interpreting information and data to formulate recommendations.
Requirements
Experience
Experience in investing and implementing international active portfolios such as DPM, PIM, mutual funds, ETFs, and derivatives, along with a deep understanding of local regulations and investment regimes.
Functional Knowledge
- Specialized in sophisticated investment products.
- Awareness of market events that may affect investments.
- Knowledge of internal processes regarding investment products.
Other Requirements
- Strong communication skills for dealing with internal and external clients.
We offer direct hiring by the bank, a base salary of approximately $120,000-$180,000 per year, performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts in over 9,000 establishments, and a career plan according to your aspirations.
At HSBC, we are committed to creating an inclusive culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background, or any other personal aspect.
HSBC employees act with integrity and courage, standing firm in what is right. We are trustworthy, embracing diverse ideas and cultures, and connecting with customers, the community, regulators, and each other.
At HSBC, we focus on ensuring gender equality and providing continuous training for our employees, as well as protecting their labor and social rights.
'At HSBC, we offer our colleagues a greater number of days for personal events, including weddings, family care, or grieving the loss of a family member. Our paid leave package is among the best in Mexico, giving you more reasons to be part of HSBC and thrive in a culture of well-being, balance, and care.'
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