Director - Senior Discretionary Investment Specialist

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Discretionary Investment Specialist to enhance its discretionary business. This role is pivotal in connecting the investment team with front office teams, ensuring seamless communication and driving growth in assets under management. The ideal candidate will possess significant expertise in discretionary solutions, strong analytical skills, and the ability to build effective relationships across various stakeholders. Join a company committed to diversity and inclusion, offering a supportive environment where your contributions can truly shine.

Qualifications

• Significant experience in Discretionary or Fund solutions is essential.
• Strong knowledge of multi-asset portfolios across major asset classes.

Responsibilities

• Assist with timely analysis of portfolio positioning and performance.
• Drive investment communication to the front office and maintain relationships.

Skills

Discretionary Investment Solutions

Multi-Asset Portfolios

Microsoft Excel

Communication Skills

Interpersonal Skills

Proactive Attitude

Tools

Microsoft PowerPoint

Visual Basic

Aladdin

Avaloq

Qlik Sense

Job description

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Director - Senior Discretionary Investment Specialist, London

Client: HSBC Global Services Limited

Location: London, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 1f82f99216ec

Job Views: 5

Posted: 24.04.2025

Expiry Date: 08.06.2025

Job Description:

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package.

The Senior Discretionary Investment Specialist role is to facilitate the running and growth of the discretionary business by acting as the technical expert. The Discretionary Investment Specialist will work closely with the portfolio management teams responsible for discretionary portfolio management to provide timely analysis of portfolio positioning and performance as well as communicating the strength of the offering.

The role is key to the delivery of discretionary solutions to our clients. It acts as a critical link between the investment team and front office teams. The investment specialist will ensure effective interactions across these stakeholders leading to AUM growth and increased investment revenues.

In this role you will:

• Assist with the production of timely in-depth analysis of portfolio positioning and performance.
• Pro-actively drive investment communication to the front office, whilst providing high quality responses to the front office.
• Act as an interface between portfolio managers and discretionary product specialists. Build effective working relationships with portfolio managers, develop understanding of the investment process, portfolio positioning and investment decisions.
• Develop high-quality materials to demonstrate the added value of our Discretionary solutions.
• Deliver quality before and after-market sales assistance to the front office through meetings and conference calls. Build and maintain an in-depth knowledge of Discretionary solutions asset across products and regions.

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

• Significant expertise and experience of working on Discretionary or Fund solutions either through investment specialist, product specialist or portfolio manager roles - essential
• Strong and demonstrable working knowledge of multi-asset portfolios and across all major asset classes - essential
• Strong Microsoft Office skills: Excel, Visual Basic, & PowerPoint is essential; Knowledge of other systems such as Aladdin, Avaloq and Qlik Sense would be desirable
• Proactive, positive attitude and ability to multi-task especially under pressure to meet time sensitive deadlines.
• Excellent communication skills and interpersonal skills with the ability to build and maintain effective relationships at all stakeholders.

This role is based in London.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: