Product Specialist - Discretionary and Funds

Location: 

Central, Hong Kong Island, HK


Brand:  HSBC
Area of Interest: 
Closing Date:  Office Worker
Date:  11 Nov 2026

Job description

We are currently seeking a high calibre professional to join our team as a 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: 

  • Relevant 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