Product Specialist, HSBC Qianhai (GCB 5)

HSBC Qianhai

HSBC Qianhai Securities Limited (HSBC Qianhai), a joint venture securities company, was incorporated on 28 August 2017, pursuant to Supplementary Agreement X to the Closer Economic Partnership Arrangements (CEPA) between the mainland and Hong Kong.

The registered capital of HSBC Qianhai is RMB1.8 billion. The Hong Kong and Shanghai Banking Corporation Limited (HSBC) holds 90% of the shares, while Qianhai Financial Holdings Co., Ltd. (QFH) holds the remaining 10%. Our headquarters are located in Qianhai, Shenzhen. We have branch offices in Beijing and Shanghai, and a trading outlet in Qianhai, Shenzhen.

By combining solid expertise in the domestic capital market with the global competitive advantage of the HSBC Group, we are committed to providing our customers with comprehensive securities services and a diverse range of products, aspiring to be your unique partner in China's onshore capital markets.

Our purpose – ‘Opening up a world of opportunity’ – explains why we exist. For information about our purpose and values, please visit HSBC.com.

HSBC Qianhai is part of one of the world’s largest financial services organisations. Whether you are an experienced professional, looking for your first job, or are interested in one of our student and graduate programmes, we provide many ways for you to develop your skills and achieve your career ambitions in a diverse and inclusive environment.

We offer opportunities across our organisation to build a fulfilling career and work with colleagues and customers around the world. We have roles available in business areas including Investment Banking, Securities Brokerage, Investment Advisory, Securities Proprietary Trading, Asset Management and Private Wealth Management, and Functions, Digital Business Services.

We look for people who are ambitious and want to develop their career and contribute to HSBC’s long-term, sustainable growth. We want employees who can help us achieve our strategy, balance social, environmental and economic considerations and manage risk accordingly.

To ensure we achieve this growth in the right way, we place great emphasis on our values. We are committed to applying the highest standards throughout the company, everywhere we do business.

Diversity and inclusion is at the heart of our business. Joining HSBC will give you the opportunity to work in a collegiate and supportive environment in which we seek to develop and promote you based on merit.

We also have a strong commitment to sustainability and encourage employees to participate in our community projects and other activities.

Responsibilities of the role holder

• Set the strategic direction of the investment and wealth solutions for clients, especially in the areas of Brokerage, Investment Advisory and Investment Banking referral
• Provide investment support, education and guidance to external clients, prospects and Investment Counsellors
• Develop comprehensive investment strategy and asset allocation proposal appropriate to clients, and coordinate execution with appropriate products and services
• Provide input and support for the development of new business initiatives and product enhancement in the covered areas
• Manage the life cycle of the onboarded products/services including authorities reporting, product/service training, performance monitoring and communication, risk and compliance issues follow up, etc.
• Provide regular and timely updates on investment opportunities to clients, prospects and Investment Counsellors
• Coordinate with relevant departments to complete the policy and procedure write up
• Other projects or initiatives assigned by line manager

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

• Master Degree and/or CFA, minimum 7 years’ experience in product related role in financial institutions, and minimum 5 years’ experience in Securities houses 
• SAC qualifications is pre-requisite, esp Investment Advisory Qualification
• Good business acumen with understanding of the Securities house’s businesses including Brokerage, Investment Advisory, Investment Banking, Asset Management, Derivatives, etc. 
• Extensive knowledge of wealth management business (onshore and offshore), and competitive and regulatory environment
• Highly independent and a good team player
• Strong analytical skill with strategic thinking ability and good project management skills
• Client-focused, with strong negotiation, communication and presentation (written and oral) skills
• Able to work under pressure and solve complex problems
• Fluent in both English and Chinese writing and speaking