Skip to content
My account
Don't have an account yet?Sign up
Select Language

Discretionary Product Specialist 80-100%

Key information

ID : 0000KSWA

Discretionary Product Specialist 80-100%

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

Are you interested ? Do you have a proven expertise on discretionary solutions ? Do you enjoy to be 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, very close collaborations with ICs and RMs. Impact is AUM growth and increased investment revenues through annuity fees.

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.

Requirements :

  • Proven expertise on Discretionary solutions either through product specialist or 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
  • Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

  • We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
  • You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include:

  • Health & meal allowance, public transport or (e-)bike allowance
  • Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
  • Emergency Childcare with the Red Cross, free of charges for HSBC employees.
  • Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
  • Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme
  • We’ll give you a huge range of resources that support your mental, physical and social well-being, including:
  • Various sports and leisure activities organised by the employees for the employees.
  • The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
  • You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
  • You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

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 ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please let us know.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

For further information on building your career at HSBC, please visit: www.hsbc.com/careers

Contact

  • HSBC Private Bank (Suisse) SA

No recruitment agencies please