Investment Specialist, Real Assets - HSBC Global Asset Management

GCB 5

We are currently seeking a high calibre professional to join our team as an Investment Specialist, Real Assets.

In this role you will:

Client & Distribution Leadership

• Serve as the primary product expert for Real Assets strategies in Asia, acting as a trusted partner to internal distribution teams and key clients.
• Partner with Sales to originate, progress, and close new business opportunities across institutional and wholesale channels, aligned to agreed AOP and strategic priorities.
• Lead client engagement including meetings, portfolio reviews, education sessions, and due diligence discussions, ensuring clear articulation of investment thesis, risks, and outcomes.

Product, Portfolio & Market Insight

• Attend investment and strategy meetings with portfolio managers and provide client-led market intelligence that informs portfolio positioning, product roadmap, and go-to-market priorities.
• Maintain a strong understanding of real assets market trends (e.g., rates, liquidity, valuation cycles, regulation, sustainability/transition themes) and translate these into client-relevant insights.
• Support the development and refresh of product narratives, positioning, and competitive differentiation across the Real Assets platform.

Due Diligence, RFPs & Materials

• Coordinate and support RFP/RFI responses, consultant questionnaires, and due diligence processes, ensuring accuracy, consistency, and timely delivery.
• Contribute to the creation and governance of marketing materials, presentations, factsheets, and thought leadership, working with Marketing/Compliance to meet required standards.

Stakeholder Management & Teamwork

• Build productive relationships across AM (Sales, Client Service, Product, Investments, Risk, Compliance, Operations) to ensure joined-up execution and a high-quality client experience.
• Operate with full and transparent communication on pipeline, priorities, and risks; proactively resolve issues and remove blockers to delivery.

Operational Effectiveness & Controls

• Ensure all activities conform to external regulatory requirements and internal policies and procedures, including record keeping and timely closure of audit points.
• Demonstrate strong risk awareness, escalating issues appropriately and supporting a culture of Treating Customers Fairly and responsible outcomes.

Customers / Stakeholders

• Group clients (primarily GPB and INS) and other institutional/wholesale client segments as applicable
• AM Sales teams (institutional and wholesale) and Client Service teams
• AM Alternatives / Real Assets investment teams and product teams
• Broader AM investment teams (e.g., Solutions / Multi‑Asset) where cross‑asset solutions are required
• External stakeholders: consultants, platforms, industry bodies, and media (where appropriate and approved)

To be successful you will need:

• Bachelor’s degree required; MBA and/or CFA preferred.
• Significant experience in asset management, banking, or financial services with exposure to Real Assets (real estate, infrastructure, energy transition, real asset debt/private markets).
• Strong client-facing capability with excellent written and verbal communication skills; able to present complex information succinctly and credibly.
• Experience partnering with portfolio managers, product teams, and senior stakeholders across a large organisation.
• Strong analytical skills and proficiency in Microsoft Office; familiarity with market data tools (e.g., Bloomberg) beneficial.
• Demonstrated ability to work to tight deadlines, prioritise effectively, and operate with high standards of conduct and business ethics.
• Commitment to HSBC values including Sustainability, Diversity, Equity and Inclusion.

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

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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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