Manager Investment Product

HSBC Holdings plc; Hong Kong; Presencial; HKD 700.000 - 1.100.000; Tempo integral

Resumo da vaga

HSBC Holdings plc in Hong Kong invites a Manager Investment Product to lead advisory and daily execution of Retail Wealth cross-asset structured products. You will handle pricing requests, contribute to price discovery, and address after-sales inquiries on trades.

Collaborate with Relationship Managers and Investment Counsellors to tailor optimal client solutions. Lead SP ideas via internal commentaries and mornings presentations, assist marketing and platform enhancements, and drive efficiency

Qualificações

• Experience in Structured Products / derivatives with advisory / structuring experience.
• Good understanding of Retail Structured Products i.e. ELI framework etc.
• Good multi-asset product knowledge (equities, rates, FX and hybrids).
• Proven track record in sales and advisory in Structure Products.
• Excellent communication to articulate complex financial concepts clearly.
• Strong stakeholder management and regulatory-compliance awareness.

Responsabilidades

• Advisory and daily executions of Retail Wealth cross-assets structured products.
• Handle pricing requests and after sales inquiries of trades.
• Oversee price discoveries and order placements for cross-asset SPs.
• Collaborate with Relationship Managers and Investment Counsellors to tailor solutions.
• Provide SP ideas through internal commentaries and presentations.
• Support marketing and onboarding of new payoffs / counterparties.
• Coordinate platform enhancements and process improvements with Ops/Tech.

Conhecimentos

Advisory experience

Structured products

Multi-asset product knowledge

Pricing and execution

Stakeholder management

Communication skills

Ferramentas

Business applications

Descrição da vaga

We are currently seeking a high calibre professional to join our team as a Manager Investment Product.

In this role you will:

• Responsible for advisory and daily executions of Retail Wealth cross-assets structured products, provide daily runs, handle day to day pricing requests as well as address after sales inquiries of executed trades
• Responsible for Retail Wealth cross asset class flow and non-flow Structured Products price discoveries, order placements and executions per Regulatory framework and desk procedures
• Actively partner with Relationship Managers and Investment Counsellors in providing optimal pricing and customized solutions to clients
• Provide SP ideas through internal investment commentaries, morning presentations on tactical SP ideas, marketing supporting and training to RMs and ICs
• Support marketing initiatives and work closely with counterparties to review and provide feedbacks on counterparties’ product documents. Support the team to identify new payoffs / initiatives, expand product shelf, onboard new payoffs / counterparties or ad hoc projects.
• Support the team on platform enhancement or process streamlining initiatives
• Coordinate with Operations and Technology teams to support settlement, implement and upgrade of SP trading platforms, desk’s process streamlining and automation projects

To be successful you will need:

• Experience in Structured Products / derivatives with advisory / structuring experience
• Good understanding of Retail Structured Products i.e. ELI framework etc.
• Good multi-asset product knowledge (equities, rates, FX and hybrids)
• Proven track record in sales and advisory in Structure Products
• Excellent communication skills to articulate complex financial concepts and strategies in a simple form as well as strong stakeholder management skills
• Good understanding of suitability, risk and compliance requirements for regulated roles
• Strong knowledge in business computer applications