Funds & Discretionary Specialist.

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

Job summary

HSBC Global Private Banking is seeking a high-calibre Funds & Discretionary Specialist to guide the funds and discretionary product shelf and support RMs in solution design and client conversations.

The role requires strong investment knowledge across funds, alternatives, and DPM, plus CFA/CAIA preference. You will engage fund houses, deliver training, and ensure governance and documentation are up to date.

Qualifications

• Strong investment product knowledge including funds, alternatives, and DPM.
• Bachelor's degree in Finance, Economics, or Business.
• CFA and/or CAIA preferred or progress towards qualification.
• Strong analytical skills to translate complex investments to client-friendly language.
• Commercial mindset with evidence of supporting AUM/revenue growth.

Responsibilities

• Act as SME for funds and DPM products.
• Collaborate with RMs on solution design, including portfolio input and product selection.
• Attend client meetings to present recommendations and explain risks.
• Enable front office with pitch materials, talking points, and product insights.
• Deliver ongoing product training, market updates and thematic investment ideas.
• Handle day-to-day RM/client enquiries with accurate product information.
• Engage fund houses and external managers for due diligence and relationship management.
• Support product governance: monitor performance and maintain documentation.

Skills

Investment products

Mutual funds

Discretionary mandates

DPM

Education

Finance/Economics/Business degree

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 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 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.

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