Funds & Discretionary Specialist (Singapore, SG, 018983)

HSBC
Singapore
Full timeFunction: Product ManagementEducation: bachelorsSkills: ["Analytical skills","Client communication","Stakeholder management","Self-directed","Commercial mindset"]

Serve as a subject-matter expert for funds and discretionary portfolio mandates, providing product positioning and clear investment rationale. Partner with relationship managers on solution design, portfolio construction input, and implementation guidance, and support client meetings with recommendations, risk/return explanations, and technical answers. Enable front-office pitch materials and deliver product training, market updates, and governance activities including performance monitoring and documentation stewardship.

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FursaFursa
HSBC
HSBC
3 days ago

Funds & Discretionary Specialist (Singapore, SG, 018983)

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Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a subject-matter expert for funds and discretionary portfolio mandates, providing product positioning and clear investment rationale. Partner with relationship managers on solution design, portfolio construction input, and implementation guidance, and support client meetings with recommendations, risk/return explanations, and technical answers. Enable front-office pitch materials and deliver product training, market updates, and governance activities including performance monitoring and documentation stewardship.
Location: Singapore
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Act as subject-matter expert for the funds and discretionary (DPM) product shelf with clear investment rationale and product positioning.
  • •Partner with relationship managers on solution design, including portfolio construction input, product selection, and implementation guidance.
  • •Attend client meetings to present recommendations, explain risks/returns, and handle technical queries confidently.
  • •Provide front office enablement through pitch materials, talking points, and product insights to support consistent client messaging.
  • •Support product governance by monitoring fund/DPM performance, maintaining required documentation, and escalating suitability, risk, or performance concerns.

Key Requirements

  • •Proven experience and strong working knowledge of investment products, particularly mutual funds, alternatives and discretionary portfolio mandates (DPM).
  • •Bachelor’s degree in Finance, Economics, Business, or a related discipline.
  • •CFA and/or CAIA preferred (or progress towards qualification viewed favourably).
  • •Strong analytical skills with the ability to translate technical investment content into clear, client-friendly language for varied audiences.
  • •Commercial mindset with evidence of supporting AUM/revenue growth through effective product adoption and front-office enablement.
Education:Bachelor's in Finance, Economics, Business
Skills:Analytical skillsClient communicationStakeholder managementSelf-directedCommercial mindset
Certifications:CFACAIA

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