Manager, WEM Portfolio Management – Wealth and Personal Banking

Job title: Manager, WEM Portfolio Management – Wealth and Personal Banking

Company: HSBC


Job description: Job descriptionSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.We are currently seeking a high calibre professional to join our team as a Manager, WEM Portfolio Management.Principal Responsibilities

• Responsible in developing, analysing and disseminating bank’s investment
• Actively engage in commercialization of various new initiatives
• Formulate Wealth Investment strategies, driving investment sales planning and channels optimization. To educate the frontline about channel migration and drive the end-to-end process which aim to uplift customer experience
• Generate wealth investment solutions coaching roadmap for a wide spectrum of frontline staff, leading frontline education events to uplift their professionalism

Requirements

• University degree with Honors in Economics, Finance, Business, Mathematics or a related discipline
• Solid relationship manager or product specialist experiences in either retail or private or investment banks or fund houses with a focus on the distribution of wealth investment products
• Strong relationship management, communication and negotiation skills, and sales capability in client servicing to manage the consultative sales process and provide needs-based solutions and with the ability to work effectively as part of a team
• Positive and proactive attitude, with the flexibility to collaborate in a team setting, and willingness to take on new responsibilities
• Extensive external market awareness of market conditions, new product solutions, and a robust understanding of financial market activities
• Capability to demonstrate a forward-looking mindset in the analysis of financial markets and development of market insights
• Proven track record of conducting detailed portfolio analysis and management to capture wealth investment opportunities
• Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socioeconomic dynamics, and regulatory requirements relevant to the products
• Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
• Specialization in one or more product categories e.g. Unit Trust/Structured Products/FX/Bond/Wealth Lending/Financing Planning
• A solid understanding of local and Group compliance regulations, customer due diligence, portfolio risk identification, and global Anti-Money Laundering (AML) standards

You’ll achieve more when you join HSBC.HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.Issued by The Hongkong and Shanghai Banking Corporation Limited.

Expected salary:

Location: Wem, Shropshire

Job date: Thu, 03 Apr 2025 04:13:35 GMT

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