Discretionary Product Specialist
Hang Seng
Geneva, Geneva, Switzerland, Europe
vor 5 Tg.


Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 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. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for 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 an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

The overall goal of the Discretionary Product Specialist is to facilitate the delivery and distribution of the Discretionary offering, through permanent contacts and interactions with all front office staffs and clients, in line with the local regulation, compliance and SQS rules.

In this role, you will :

  • To improve Discretionary solution knowledge within Private Bank through permanent contacts with Front Office and regular trainings and updates on our offering
  • To demonstrate and explain the added value of our Discretionary solutions when being implemented in client portfolio and to be able to articulate our competitive advantages
  • To deliver quality before and after-market sales assistance to RMs, ICs, current clients and prospective clients through meetings and conference calls.
  • Partnering up and involving the Portfolio Managers as much as required

  • To lead efforts to integrate Discretionary solutions into regular sales meetings and presentations within the Private Bank
  • To write Monthly Discretionary newsletter and provide ad hoc timely market commentaries on portfolio positioning / investment choices in the context of significant market events or price fluctuations
  • To lead, track and monitor product initiatives and on-going pitches
  • To build and maintain a solid overview of our AUM split by products, regions, RM / IC to be able to identify and address under penetrated area appropriately
  • To keep up to date on the Product Offering and maintain a good knowledge of Discretionary portfolio positioning / investment choices taken by the Portfolio managers by attending Investment meetings
  • To provide feedback to the Discretionary team about any identified gap in the offering and on our reporting / marketing material (as per stakeholder’s feedback) and contribute to ideas on improvement / streamlining

    Impact on the Business

  • The role is key in the delivery of investment solutions to our clients. It covers : client-facing, interactions with portfolio managers and other product specialists, very close collaborations with ICs and RMs.
  • Impact is AUM growth and increased investment revenues through annuity fees.

    Customers / Stakeholders

  • Support RMs and ICs on their marketing activities related to Discretionary mandates
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
  • Leadership & Teamwork

  • Product specialists are team players, as clients get an investment service delivered by a full team (RM, IC, and Product Specialist).
  • Work closely with RMs and ICs
  • Work closely with the rest of the Discretionary Team (portfolio managers and implementers, servicing staff)
  • Work closely with relevant functions : RC, Legal, Business Management, Sales Management among others
  • Qualifications

    To be successful in the role, you should meet the following requirements :

  • Proven expertise on Discretionary solutions through portfolio manager roles
  • Excellent communication skills and interpersonal skills with the ability to build and maintain excellent relationships at all stakeholders
  • Excellent organization with Multitasking abilities and attention to details
  • Strong Microsoft Office skills : excel, visual basic, PowerPoint; Knowledge of Aladdin, Avaloq and Qlik sense would be an asset.
  • Team player, high achiever, quick to learn, positive attitude
  • Keen sense of urgency, high level of professional and personal integrity
  • High capacity to handle stress
  • High level of academic education, possibly combining solid marketing skills with
  • Financial / Economics background. Solid knowledge on Equity is a plus
  • Fluent in English and French or German. Arabic would be an asset.
  • CFA, CAIA or CIIA or equivalent would be an asset
  • At HSBC we put great emphasis on our values. Our values define who we are as an organisation and what makes us distinctive.

    We are :

    Dependable - we are dependable, stand firm for what is right and deliver on our commitments

    Open - we are open to different ideas and cultures, and value diverse perspectives

    Connected - we are connected to our customers, communities, regulators and each other, caring about individuals and their progress

    These values reflect the best aspects of our 150-year heritage. They are vital to fulfilling our purpose of helping businesses to thrive, economies to prosper and ultimately helping people to fulfil their hopes and realise their ambitions.

    You’ll achieve more when you join HSBC.

    We are an equal opportunity employer and are committed to creating a diverse environment.

    As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people.

    This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

    We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.

    HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

    To discover more about HSBC, please check our website :

    Melde diesen Job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Klicke auf "Weiter", um unseren Datenschutz-und Nutzungsbestimmungen zuzustimmen . Du kriegst außerdem die besten Jobs als E-Mail-Alert. Los geht's!