Advisory Portfolio Specialist - Global Private Banking
October 6, 2020
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Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.
We are currently seeking a high calibre professional to join our team as an Advisory Portfolio Specialist.
Represent Asia business stakeholders and Investment Counsellors in the design and enhancements of the Advisory Platform, working with internal delivery partners as well as external vendors
Construct and maintain house models with implementation ideas, including Mutual Funds, Exchange Traded Funds, Managed Solutions for clients in line with risk budget using various risk analytics
Collaborate with Investment Counsellors in constructing customized portfolios
Collaborate with Investment Counsellors, Investment Strategists, and Product Specialists to implement HSBC Private Bank's asset allocation models in client portfolios
Work with fund selection teams and product specialists in understanding underlying implementation vehicles
Liaise with trading platforms, custodians and external managers in resolving issues
Monitor performance of models versus benchmark
Participate in Private Bank investment committees and governance committees
Communicate changes in platform to Front Office, Investment Counsellors and Investment Counsellor Analysts on a timely basis
Assume the role of platform super user for Asia, which includes providing training to front line staff in order to optimize use of the platform
Drive enhancements with objective of reducing underlying costs, reducing risks and providing fair outcomes to clients
Significant years of investment experience, with a few years directly relating to multi asset portfolio construction and implementation
Professional analytical qualifications, for example, the Chartered Financial Analyst designation
Excellent understanding of modern portfolio theory and investment risk analytics, previous experience with other risk analytic systems a plus
Prior experience with portfolio implementation through various investment vehicles
Strong analytical, quantitative and problem solving skills
Superior oral and presentation skills in dealing with both internal and external clients
Strong and proven leadership skills to develop and nurture stakeholder relationships
Excellent relationship management and diplomacy skills, ability to communicate, influence and negotiate effectively
Ability to think and plan as part of a Global team and takes personal accountability
Collegiate with a solutions focused attitude and has a natural ability to navigate around challenges
Skilled decision maker, able to stand firm and show necessary flexibility where required
Fluency in English and Cantonese is mandatory. Fluent in Mandarin a plus
To be considered for this role, the relevant rights to work in Hong Kong is required.
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