Product Specialist - Discretionary and Funds

We are currently seeking a high calibre professional to join our team as a Product Specialist

In this role you will

• Increase the private bank's share of discretionary and mutual funds assets by providing a solid client-focused platform.
• Provide best in class internal and external client-focused support, marketing, and aftersales activities, on an effective, efficient and compliant infrastructure.
• Support Relationship Managers and Investment Counsellors in discretionary and mutual funds investment proposals.
• Work closely with portfolio managers to build assets into the discretionary programs.
• Undertake and lead business related projects.
• Be a culture carrier and brand ambassador for HSBC

To be successful you will need

• Relevant experience in managed solutions, in Wealth Management and/or Asset Management Industry
• Excellent communication skill including ability to present complex financial concepts and strategies
• Strong knowledge across asset classes, portfolio construction and portfolio management
• Proficient in business computer applications, particularly Excel and PowerPoint
• Strategic thinking, good business acumen and strong risk mindset
• A good team player
• Bachelor or graduate degree is required
• Ability to converse in Mandarin and Cantonese in business setting will be an added advantage