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Discretionary and Funds Product Specialist

Brand:  HSBC
Area of Interest: 
Location: 

Central, Hong Kong Island, HK

Work style:  Office Worker
Date:  31 Jan 2026

 

We are currently seeking a high calibre professional to join our team as Discretionary and Funds Product Specialist.

 

In this role you will:

  • Increase the private bank's share of discretionary and mutual funds assets by providing a solid client-focused platform
  • Provide best in class internal and external client-focused support, marketing, and aftersales activities, on an effective, efficient and compliant infrastructure
  • Support Relationship Managers and Investment Counsellors in discretionary and mutual funds investment proposals.
  • Work closely with portfolio managers to build assets into the discretionary programs
  • Undertake and lead business related projects
  • Be a culture carrier and brand ambassador for HSBC

 

To be successful you will need:

  • Extensive experience in managed solutions, in Wealth Management and/or Asset Management Industry
  • Excellent communication skill including ability to present complex financial concepts and strategies
  • Strong knowledge across asset classes, portfolio construction and portfolio management
  • Proficient in business computer applications, particularly Excel and PowerPoint
  • Strategic thinking, good business acumen and strong risk mindset
  • A good team player
  • Bachelor or graduate degree is required
  • Ability to converse in Mandarin and Cantonese in business setting will be an added advantage

 

 

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

 

Opening up a world of opportunity
http://www.hsbc.com/careers

 

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.

 

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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