Portfolio Strategist
hace 2 meses
At Hsbc, we are committed to excellence in wealth management. As a Portfolio Strategist, you will play a key role in helping our clients achieve their financial goals.
We offer a highly competitive salary of approximately $120,000 per year, with additional benefits including performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, and discounts at over 9,000 establishments.
- We are seeking an experienced investment professional with a strong track record in portfolio management and client relationships.
- The ideal candidate will have deep knowledge of local regulation and investment regimes, as well as experience in investing and implementing international active portfolios such as DPM, PIM or mutual funds, ETFs, derivatives.
- You will be responsible for providing personalized attention and advice to high net worth clients, identifying opportunities to attract new resources from other financial institutions, and creating customized investment portfolios to meet their needs.
In addition to your technical skills, you will need excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external clients.
We offer a dynamic and supportive work environment, with opportunities for career growth and professional development. If you are passionate about delivering exceptional client service and driving business results, we encourage you to apply for this exciting opportunity.
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Investment Portfolio Strategist
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Senior Credit Portfolio Strategist
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Senior Portfolio Strategist
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Senior Credit Portfolio Strategist
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Xico, México Medtronic A tiempo completoTransforming Healthcare Through Innovative MarketingA career-defining opportunity awaits in this role as a Senior Marketing Strategist for our Electrophysiology portfolio at Medtronic. As a key member of our marketing team, you will play a pivotal part in shaping the future of healthcare by driving product launches, developing market strategies, and...
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Digital Portfolio Strategist
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Xico, México Citi A tiempo completoThe Digital Portfolio Management Group Manager oversees the management of complex, critical, and large professional disciplinary areas. This role leads and directs a team of professionals, requiring a comprehensive understanding of multiple areas within a function and how they interact to achieve objectives.This position applies in-depth knowledge of...
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Risk Management Portfolio Strategist
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Xico, México Citi A tiempo completoCredit Portfolio Senior ManagerJoin Citi as a Credit Portfolio Senior Manager and take on the challenge of leading the management of our global portfolio exposure to clients and counterparties.About the Role:This senior management-level position is responsible for accomplishing results through the management of a team or department. Your primary focus will...
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Account Management Strategist
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Xico, México Didi Global A tiempo completoCompany OverviewDiDi Global Inc. is a leading mobility technology platform, offering various services across markets in Asia-Pacific, Latin America, and Africa. Its range of services includes ride-hailing, taxi-hailing, chauffeur, hitch, and other shared mobility solutions, as well as auto solutions, food delivery, intra-city freight, and financial...
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Experience Customer Success Strategist
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