Investment Liaison Officer

Investment Liaison Officer

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If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

This role is under our Global Private Banking (GPB) business. The role holder will work closely with the portfolio management teams and quantitative research team to support and/or lead client facing activity and assist the growth of the product line.

In this role, you will:

• Position and deliver investment solutions to UNHW clients and prospects of HSBC Private Bank respective region, in the context of an Advisory relationship with the primary goals of:

1. 1. 1. partnering with Relationship Managers to offer appropriate investment solutions to clients, and
      2. attracting/enhancing client relationships and profitability
      3. working with investment councellors across booking centers on investment proposals.

• Collaborate with Relationship Manager to develop investment activities with clients
• Assess client investment needs, experience, expectations and risk tolerance.
• Develop comprehensive investment strategy and asset allocation proposal appropriate to each client in partnership with Investment Councellors.
• Implement the defined investment strategy with appropriate products and services, collaborate with Product specialists, Portfolio managers, other HSBC entities if needed to design the best investment solution. Be in regular contact with clients to inform them of the markets and portfolio evolution as well as Bank’s investment ideas. Review the investment strategy on a regular basis and collaborate with ICs in the relevant booking center to make investment proposals, adjust portfolios to client’s risk appetite, needs and market conditions.
• With the support of the ICAs monitor client portfolios for performance, appropriateness and opportunity. Contact clients and inform them of any SQS breach in their portfolios. Perform annual account review on time.
• Provide updates on investment opportunities to clients and prospects
• Provide input and support for the development of new business initiatives and product enhancement. Promote mandates to increase mandate penetration. Contribute to the increase of client share of wallet.
• Monitor investment revenues and clients’ profitability.
• Comply with all internal and external regulations and procedures.
• Participate and provide input to any Bank’s initiatives if needed (definition of the offer, new IT system related to investment activities

To be successful in the role, you should meet the following requirements:

Knowledge / Experience

• Graduation degree is a must to secure a UAE Visa and Work Permit.
• Proven track record in investment advisory; experience in portfolio management, brokerage, or institutional sales useful
• Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment 
• Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills
• Strong negotiation, complex problem resolution, communication, and presentation (written and oral) skills
• Sound judgement, keen sense of urgency, and high level of professional and personal integrity.
• CFA would be a strong plus.
• Language capability as required by market.

You’ll achieve more at HSBC.

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Issued by The Hong Kong and Shanghai Banking Corporation Limited.