Discretionary Product Specialist 80-100%

vor 15 Stunden


Genf, Schweiz HSBC Vollzeit

Discretionary Product Specialist

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

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 staff and clients, in line with the local regulation, compliance, and SQS rules.

Are you interested? Do you have proven expertise in discretionary solutions? Do you enjoy being part of a cohesive team?

If you answered yes to any of these questions, we want to hear from you

What you will do:

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, and very close collaborations with ICs and RMs. The impact is AUM growth and increased investment revenues through annuity fees.

In this role you will:

  1. Improve discretionary solution knowledge within Private Bank through permanent contacts with Front Office and regular training and updates on our offering.
  2. Demonstrate and explain the added value of our discretionary solutions when being implemented in client portfolios and articulate our competitive advantages.
  3. Deliver quality before and after-market sales assistance to RMs, ICs, current clients, and prospective clients through meetings and conference calls, partnering with Portfolio Managers as required.
  4. Lead efforts to integrate discretionary solutions into regular sales meetings and presentations within the Private Bank.
  5. Write monthly discretionary newsletters and provide ad hoc timely market commentaries on portfolio positioning/investment choices in the context of significant market events or price fluctuations.
  6. Lead, track, and monitor product initiatives and ongoing pitches.
  7. Build and maintain a solid overview of our AUM split by products, regions, RM/IC to identify and address under-penetrated areas appropriately.
  8. 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.
  9. Provide feedback to the discretionary team about any identified gaps in the offering and on our reporting/marketing material (as per stakeholder feedback) and contribute to ideas on improvement/streamlining.
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