Funds & Discretionary Specialist

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

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

In this role you will:

Act as the subject-matter expert for the funds and discretionary (DPM) product shelf, providing clear investment rationale and product positioning.

Partner with Relationship Managers (RMs) on solution design, including portfolio construction input, product selection and implementation guidance.

Attend client meetings as the product specialist to present recommendations, explain risks/returns, and handle technical queries confidently.

Enable the front office with effective pitch materials, talking points, and product insights to support consistent client messaging.

Deliver ongoing product training, market updates and thematic investment ideas to uplift RM capability and client conversations.

Manage day-to-day enquiries from RMs/clients with accurate, timely product information and follow-through on actions.

Engage fund houses and external asset managers for due diligence, product access, updates and ongoing relationship management; represent the bank professionally.

Support product governance: monitor fund/DPM performance, maintain required documentation, and proactively escalate suitability, risk or performance concerns.

To be successful you will need:

Proven experience and strong working knowledge of investment products, particularly mutual funds, alternatives and discretionary portfolio mandates (DPM).

Bachelor’s degree in Finance, Economics, Business or a related discipline.

CFA and/or CAIA preferred (or progress towards qualification viewed favourably).

Strong analytical skills with the ability to translate technical investment content into clear, client-friendly language for varied audiences.

Commercial mindset with evidence of supporting AUM/revenue growth through effective product adoption and front-office enablement.

Self-directed, hands-on and comfortable operating with autonomy while managing multiple stakeholders and priorities.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

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Issued by Hongkong & Shanghai Banking Co