Product Specialist- Multi-asset Products
hace 19 horas
-Job descriptionDeveloping investment solutions for our internal client groups (IWPB and CMB) is a key focus of HSBC value strategy.External customers are a key component of our investor base and a strategic driver for growth.This position plays a key role in the expansion of our business for internal and external clients, supporting sales to build a new relationship that guarantees an effective link between the management and distribution of portfolios.The collaborator seeks close collaboration with the investment, client proposition, product, and sales teams to ensure we have the right solutions for our specific customer segments.The success of this role depends on the employee's ability to defend, promote, and develop the products both internally and externally.Liaison with colleagues in our key locations is required, as well as support of initiatives predominantly in Mexico.**Main Responsibilities**- Initiate and lead the evolution of product capabilities (fund launches, reorganisation), act as a point person for fund launches and modernize them.- Maintain a solid understanding of competitive positioning in the industry.- Provide regular feedback on key competitors and market trends.- Track regulatory changes that impact investment funds and coordinate with relevant stakeholders for actions.- Represent the Investment team before the main stakeholders and clients.- Fluency in knowledge of the fund investment process, points of view and positions.- Provide thought leadership in the product space, to include written materials for external publication.- Provide effective customer communication to specific customer segments.- Understand our process and how it differs from key competitors- Provide current market updates and strategies to sales teams on a regular basis.- Provide timely feedback on fund performance and ensure proactive communication in the event of a "market event"- Proactively communicate sales proposals and investment opportunities.- Provide written portfolio strategy feedback for use in client reports/fact sheets in accordance with pre-agreed timelines- Update marketing materials- Agree on appropriate guidelines and characteristics for mandates- Upon express request, attend some meetings with clients.Requirements- Experience in an investment role, investment specialist, sales or product.- Experience of selling or purchasing similar products applies.- Experience in customer-facing activities with institutions such as investors.- Experience in managing interest groups.- Good knowledge of financial asset investment capabilities- Strong understanding of competitor products and capabilities.- Experienced practitioner with relevant postgraduate investment qualification- CFA or equivalent postgraduate investment qualification.- Highly motivated and with the ability to work independently.- Excellent verbal and written communication skills.- Strong presentation skills- Occasional travel is required.
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Product Owner Specialist
hace 4 días
Cuauhtémoc, México GoNet Mexico A tiempo completoEn Gonet Orion Innovation, somos una empresa Internacional líder en servicios de tecnología con oficinas en México y Estados Unidos. Proveemos a soluciones de negocios de alto impacto. Debido a nuestro constante crecimiento nos encontramos en búsqueda de talento como:**:::::::::::::::**: **PRODUCT OWNER SPECIALIST - HIBRIDO REFORMA***:::::::::::::::**:...
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Product Owner Specialist
hace 3 días
Cuauhtémoc, México GoNet Mexico A tiempo completoEn Gonet Orion Innovation, somos una empresa Internacional líder en servicios de tecnología con oficinas en México y Estados Unidos. Proveemos a soluciones de negocios de alto impacto.Debido a nuestro constante crecimiento nos encontramos en búsqueda de talento como:**:::::::::::::::**:**PRODUCT OWNER SPECIALIST - HIBRIDO...
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Product
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Cuauhtémoc, México HSBC A tiempo completo-Job description**Role purpose**Wealth and Personal Banking (WPB) is our global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s most successful and geographically diverse retail banking businesses, with over 38 million customers. We provide products and services such as bank accounts, credit...
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Product
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Cuauhtémoc, México HSBC A tiempo completo-Job descriptionLead and coordinate go-to-market strategies and campaign launches, ensuring cross-functional alignment, effective execution, and continuous improvement to drive commercial impact in the affluent segment.- Design and coordinate go-to-market strategies and launch activities for products, campaigns, or offers.- Collaborate with commercial,...
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Product Control Analyst
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Cuauhtémoc, México HSBC A tiempo completo-Job descriptionProduct Control AnalystWe are looking for a talented individual to join Product Control Valuation team to be a key contributor of any valuation matters pertaining to HSBC Mexico Global Banking & Markets. This role will report to the PC Valuation Team Lead.The role will have extensive liaison and communication at all levels within the Finance...
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Subdirector Producto Hipotecario
hace 1 semana
Cuauhtémoc, México HSBC A tiempo completo-Job description**Role purpose**Role focused on developing and coordinating the comprehensive strategy for acquiring and engaging Secured Credit customers to meet financial and commercial objectives.Responsible for comprehensive product design, identifying new businesses and markets, optimizing offerings, channels, and journeys to ensure...
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Sales and Customer Operations Specialist
hace 4 días
Cuauhtémoc, México Nepanoa A tiempo completo_**Nepanoa has partnered with our client in the search for a Sales and Customer Operations Specialist.**_ **Responsibilities**: - Product price calculations and freight cost determination - Quotation preparation for products, equipment and technical services - Handling of customer inquiries like Sending of offers, SDS, product information etc - Interface...
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Sales and Customer Operations Specialist
hace 3 días
Cuauhtémoc, México Nepanoa A tiempo completo_**Nepanoa has partnered with our client in the search for a Sales and Customer Operations Specialist.**_**Responsibilities**:- Product price calculations and freight cost determination- Quotation preparation for products, equipment and technical services- Handling of customer inquiries like Sending of offers, SDS, product information etc- Interface to Sales...
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Product Acceleration Specialist
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E-commerce Specialist
hace 3 semanas
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