Investment Manager
hace 5 días
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.
#J-18808-Ljbffr-
Web3 Investment Manager
hace 7 días
Ciudad de México, Ciudad de México web3 - jobboard A tiempo completoJob DescriptionMoonPay is seeking a skilled Web3 Investment Manager to lead and manage the end-to-end investment processes, including identifying priority areas for investment. This role will partner with business leaders to drive market insights and competitive intelligence, mergers and acquisitions, and other strategic initiatives.The successful candidate...
-
Investment Manager Onboarding Coordinator
hace 3 días
Ciudad de México, Ciudad de México Willis Towers Watson A tiempo completo**Job Summary:**We are seeking a highly skilled Investment Operations Associate to join our team at Willis Towers Watson. As a key member of the Manager Onboarding Team, you will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in...
-
Investment Portfolio Manager
hace 7 días
Ciudad de México, Ciudad de México ENGINEERINGUK A tiempo completo**About BlackRock**We are a global leader in investment management, committed to helping our clients achieve their financial goals. Our mission is to deliver exceptional investment performance and client service, while fostering a culture of innovation, collaboration, and excellence.At BlackRock, we recognize the importance of investing in our employees'...
-
Equity Investment Specialist
hace 4 días
Ciudad de México, Ciudad de México Hexaware Technologies A tiempo completoAbout the Role:We are seeking an experienced Investment Portfolio Manager to join our team at Hexaware Technologies. As a key member of our investment portfolio management team, you will be responsible for managing and executing strategic equity investments. This role involves analyzing market trends, identifying potential opportunities, and developing...
-
Investment Operations Associate
hace 5 días
Ciudad de México, Ciudad de México WTW A tiempo completoThis position will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in the US and Canada. Hiring investment managers involves the responsibility of reviewing and executing several formal agreements. The Investment Operations...
-
Investment Operations Associate
hace 3 días
Ciudad de México, Ciudad de México Willis Towers Watson A tiempo completoThis position will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in the US and Canada. Hiring investment managers involves the responsibility of reviewing and executing several formal agreements. The Investment Operations...
-
Investment Portfolio Manager
hace 4 días
Ciudad de México, Ciudad de México Hexaware Technologies A tiempo completoJob Summary:A Private Equity Professional is required to join our team at Hexaware Technologies. As a key member of our investment portfolio management team, you will be responsible for managing and executing strategic equity investments. This role involves analyzing market trends, identifying potential opportunities, and developing innovative investment...
-
Investment Operations Manager
hace 7 días
Ciudad de México, Ciudad de México ENGINEERINGUK A tiempo completoBlackRock's BusinessBlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients - period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to...
-
Investment Analytics Associate
hace 6 días
Ciudad de México, Ciudad de México PER A tiempo completoAre you a detail-oriented and driven individual looking to advance your career in finance?About our ClientOur client, a top-tier investment manager, seeks a skilled professional to join their team as a Structured Finance Analyst.ResponsibilitiesConduct research on regional investments and investor markets to identify potential growth areas.Create detailed...
-
Investment Portfolio Manager
hace 1 día
Ciudad de México, Ciudad de México Symbiotics A tiempo completoAbout UsSymbiotics is a pioneering company in impact investing, offering a unique blend of financial expertise and social responsibility. We believe that business can be a powerful force for good, and we work tirelessly to create positive change in the communities we serve.Our ApproachWe take a holistic approach to impact investing, considering not only...
-
Investment Banking Specialist
hace 6 días
Ciudad de México, Ciudad de México Barclays A tiempo completoAbout the JobThis is an exciting opportunity to join our Investment Banking team at Barclays. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with corporate clients, understanding their business, financial goals, and industry trends.Your Key ResponsibilitiesYou will develop and propose appropriate...
-
Investment Pipeline Assistant
hace 4 semanas
Ciudad de México, Ciudad de México Symbiotics Group A tiempo completoJob LocationAbout usSymbiotics is the leading market access platform for impact investing in emerging and frontier markets, offering market research, investment advisory and asset management services.We are regulated by FINMA, the Swiss Financial Market Supervisory Authority and our daughter company Symbiotics (UK) Ltd has an investment firm license from the...
-
Private Markets Investment Specialist
hace 6 días
Ciudad de México, Ciudad de México PER A tiempo completoDiscover new opportunities to drive your career forward with a top-tier investment manager based in Mexico City, Mexico.About PERPER is a global private markets investment firm focusing on primary and secondary fund investments, and co-investments in private equity, real estate, infrastructure, real assets, and private debt.Job ResponsibilitiesConduct...
-
Aladdin Investment Manager
hace 6 días
Ciudad de México, Ciudad de México ENGINEERINGUK A tiempo completoAbout BlackRockAt ENGINEERINGUK, we are dedicated to helping more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance...
-
Portfolio Manager Leader
hace 5 días
Ciudad de México, Ciudad de México HSBC A tiempo completoAbout the RoleAs a Portfolio Manager Leader, you will be responsible for leading investment strategy for each region, collaborating with internal and external stakeholders to achieve business objectives. You will also train and specialize in sophisticated investment products to create more profitable portfolios.
-
Investment Portfolio Manager
hace 4 días
Ciudad de México, Ciudad de México HSBC A tiempo completoWe are looking for a highly skilled Programme Governance Specialist to join our team in the role of Project and Programme Management. The ideal candidate will have experience in trading and fund management, as well as strong analytical skills to define new workflow tools and processes.In this role, you will be responsible for gathering requirements,...
-
Investment Operations Associate
hace 5 horas
Ciudad de México, Ciudad de México Willis Towers Watson A tiempo completoThis is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Post-Trade Compliance Team in Mexico City, as part of the wider Global Investment Operations.The main role of the Analyst is to support the Post Trade Compliance process within the...
-
Investment Manager
hace 3 semanas
Ecatepec de Morelos, México Jordan Martorell S.L. A tiempo completoEstamos buscando un Investment Manager (H/M) para unirse a Clikalia, la Proptech Nº #1 en la digitalización de la compra y venta de inmuebles en España.En tan solo 7 días ofrecemos el pago por tu vivienda y ponemos a disposición la mejor oferta de inmuebles en tu ciudad.Ubicación Burgos, Castile and León, ES Responsabilidades Liderar y monitorizar la...
-
Investment Analytics Manager
hace 1 semana
Ciudad de México, Ciudad de México Jellyfish A tiempo completoCompany DescriptionAt Jellyfish we believe that our individual differences are our greatest assets. We are passionate about empowering every employee to reach their full potential and contribute their unique perspectives to our collaborative environment. We are an equal opportunity employer and firmly believe that a diverse and inclusive workforce drives...
-
Ciudad de México, Ciudad de México PER A tiempo completoReference: 14068 NewPE Structuring and Analytics Associate, Top-Tier Investment Manager, Mexico City, MexicoSeeking new opportunities? Stop scrolling and take this amazing opportunity to become a PE Structuring and Analytics Associate for a global private markets investment firm and drive your career to the next level. The position is based in Mexico City,...