Product Specialist

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityEducation: bachelorsSkills: ["Communication","Team player","Risk mindset","Client-focused"]

Drive HSBC’s private banking growth by supporting discretionary and mutual fund propositions and enabling Relationship Managers and Investment Counsellors with investment proposals. Provide client-focused internal and external support, marketing, and aftersales activities through compliant infrastructure. Partner with portfolio managers to build and grow discretionary program assets, while serving as a culture carrier and brand ambassador. Strengthen execution with clear communication of financial concepts.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
6 days ago

Product Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Drive HSBC’s private banking growth by supporting discretionary and mutual fund propositions and enabling Relationship Managers and Investment Counsellors with investment proposals. Provide client-focused internal and external support, marketing, and aftersales activities through compliant infrastructure. Partner with portfolio managers to build and grow discretionary program assets, while serving as a culture carrier and brand ambassador. Strengthen execution with clear communication of financial concepts.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Increase private bank share of discretionary and mutual funds assets through a client-focused platform.
  • •Deliver best-in-class internal and external client-focused support, marketing, and aftersales activities in a compliant infrastructure.
  • •Support Relationship Managers and Investment Counsellors with discretionary and mutual funds investment proposals.
  • •Work closely with portfolio managers to build assets into discretionary programs.
  • •Act as a culture carrier and brand ambassador for HSBC.

Key Requirements

  • •Relevant experience in managed solutions within Wealth Management and/or Asset Management.
  • •Ability to present financial concepts and strategies with strong communication skills.
  • •Knowledge of asset classes, portfolio construction, and portfolio management.
  • •Proficiency in business computer applications, particularly Excel and PowerPoint.
  • •Bachelor or graduate degree is required.
Experience:Wealth ManagementAsset Management
Education:Bachelor's
Skills:CommunicationTeam playerRisk mindsetClient-focused
Languages:MandarinCantonese
Tech Stack:ExcelPowerPoint

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn