Funds & Discretionary Specialist

HSBC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

HSBC Global Private Banking seeks a Funds & Discretionary Specialist to lead the funds and DPM product shelf and to support RMs with portfolio design and implementation. You will present recommendations to clients, explain risks and returns, and respond to technical queries with clarity.

The role requires experience with mutual funds, alternatives and discretionary mandates, a finance-related degree, and progress toward CFA/CAIA.

Qualifications

• 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).
• Strong analytical skills with the ability to translate technical investment content into client-friendly language.

Responsibilities

• Act as subject-matter expert for funds and discretionary (DPM) product shelf and provide clear investment rationale and positioning.
• Partner with Relationship Managers on solution design including portfolio construction input and product selection.
• Attend client meetings to present recommendations, explain risks/returns and handle queries confidently.
• Enable front office with effective pitch materials, talking points and product insights for consistent client messaging.
• Deliver ongoing product training and market updates to uplift RM capability and client conversations.
• Manage day-to-day enquiries from RMs/clients with accurate product information and follow-through on actions.
• Engage fund houses and external asset managers for due diligence, access, updates and ongoing relationships.
• Support product governance: monitor performance, maintain documentation and address suitability/risk concerns.

Skills

Investment products

Mutual funds

Alternatives

DPM mandates

Education

Bachelor's in Finance/Economics/Business

CFA/CAIA preferred

Job description

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 aFunds & 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 elevate 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.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by Hongkong & Shanghai Banking Co

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