Investment Manager

hace 5 días


Ciudad de México, Ciudad de México HSBC A tiempo completo

Investment Manager

Role purpose

The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions. This is achieved through adequate diversification for each client and regular conferences on market view and the products that we have to satisfy their investment needs. In addition to this, the investment manager must be a person specialized in sophisticated investment products (such as DPM, PIM, structured notes, commercial papers, equity, etc.), which in the long run translates into more profitable portfolios that allow HSBC to generate a higher profit revenue.

Principal Accountabilities and Responsibilities

  • Attraction of new money
  • Make investment portfolios more profitable
  • Training and specialization in investment products

Leadership & Teamwork

  • Needs to collaborate with
  • Lead investment strategy for each region (coordinate strategy with head of wealth premier and RM's)

Business/Commercial knowledge

Manage relationships with both internal and external clients. Knowledge relevant in commercial strategies and certification for selling or advising financial products.

Problem solving

Interprets information by advising and accompanying RM as a product specialist, adding value in the relationship between clients and HSBC. Capacity to manage highly skilled analysts. Ensure coverage of customer needs and risk profile to advise on financial planning. Help RM to acquire new clients and referrals.

Innovation

Develop new ideas to define business with key products to help differentiate traditional investments and portfolios.

Strategic Responsibility

Advise RM and customers to enrich the relationships by value strategies based on current and future customer needs. Research and interpret information and data in order to formulate recommendations.

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