Product Specialist

HSBC Holdings plc; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

HSBC Holdings plc is seeking a Product Specialist in Singapore to act as the subject-matter expert for funds and discretionary (DPM) products. You will partner with Relationship Managers to design solutions, support portfolio construction, and present recommendations to clients.

You will enable the front office with effective pitch materials and product insights, while delivering ongoing training and market updates.

Qualifications

• Proven experience and strong working knowledge of investment products.
• Experience with mutual funds and alternatives is preferred.
• Familiarity with discretionary portfolio mandates (DPM) and investment solutions.

Responsibilities

• Act as subject-matter expert for funds and DPM product shelf.
• Partner with Relationship Managers on solution design and portfolio input.
• Attend client meetings to present recommendations and handle technical queries.
• Provide front office with pitch materials, talking points and product insights.
• Deliver ongoing product training and market updates to uplift RM capability.
• Manage day-to-day enquiries from RMs/clients with timely product information.
• Engage fund houses and external managers for due diligence and ongoing relationships.
• Support product governance: monitor performance and maintain documentation.

Skills

Investment products knowledge

DPM/discretionary portfolio mandates

Relationship with RMs

Education

Bachelor's degree in Finance/Economics/Business

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 Product 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.

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