Funds & Discretionary Specialist

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

Job summary

HSBC Holdings plc in Singapore is seeking a Funds & Discretionary Specialist to act as the subject-matter expert for funds and DPM products, partner with RMs on portfolio design, and present recommendations in client meetings. You will enable the front office with concise materials, deliver ongoing market updates and investment ideas, and manage enquiries with timely product information.

You will also engage fund houses for due diligence, support product governance, and ensure compliant

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 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.

Responsibilities

• 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.

Job description

HSBC Wealth & Premier solutions seek to be the leading international bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Bank, we put our clients at the Centre of everything we do.

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 at 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 The Hongkong and Shanghai Banking Corporation Limited