Alternative Investment Specialist

HSBC; Hong Kong; Presencial; HKD 600.000 - 900.000; Jornada completa

Descripción de la vacante

HSBC Holdings plc is seeking an Alternative Investment Specialist to contribute expertise to product development, education, and client engagement. You will coordinate fund launches and fundraising in collaboration with Private Banking and Wealth teams, and lead launches of new investment offerings.

You will also provide investment updates and market commentary to frontline teams and clients, coordinating discussions on client portfolios and new opportunities.

Formación

• University degree in a relevant discipline.
• Client-focused with strong communication and presentation skills.
• Knowledge of private banking and wealth management.
• Experience in alternative investment functions.
• Ability to multitask and work independently as well as in a cross-functional team.
• High initiative and adaptability to change.
• Fluent in English and Chinese (written and spoken).

Responsabilidades

• Contribute alternative investment expertise to product development, internal education and client engagement initiatives, and support the distribution infrastructure for alternative investment offerings
• Coordinate fund launches and fundraising for alternative investment offerings, working closely with Private Banking/ Wealth frontline teams and fund managers to communicate investment opportunities and facilitate the fundraising process
• Coordinate the launch of alternative investment offerings, engaging with fund managers, facilitating internal reviews, preparing investment presentations and coordinating roadshows
• Act as an alternative investment specialist for Private Banking and Wealth frontline teams and clients, providing regular investment updates and market commentary, and leading investment discussions alongside frontline teams on clients’ alternative investment portfolios and new offerings

Descripción del empleo

We are currently seeking a high calibre professional to join our team as an Alternative Investment Specialist.

In this role you will:

• Contribute alternative investment expertise to product development, internal education and client engagement initiatives, and support the distribution infrastructure for alternative investment offerings
• Coordinate fund launches and fundraising for alternative investment offerings, working closely with Private Banking/ Wealth frontline teams and fund managers to communicate investment opportunities and facilitate the fundraising process
• Coordinate the launch of alternative investment offerings, engaging with fund managers, facilitating internal reviews, preparing investment presentations and coordinating roadshows
• Act as an alternative investment specialist for Private Banking and Wealth frontline teams and clients, providing regular investment updates and market commentary, and leading investment discussions alongside frontline teams on clients’ alternative investment portfolios and new offerings

To be successful you will need:

• University degree in a relevant discipline
• Client oriented with good communication and presentation skills
• Knowledge and experience of private banking and wealth management
• Experience in alternative investment function
• Demonstrated ability to multitask and work independently, as well as work collaboratively with multiple disciplines and lines of business
• Strong interpersonal skill by demonstrating high level of initiative and ability to quickly acquire knowledge and adapt to ongoing change
• Fluency in both written and verbal English and Chinese