Product Specialist - Global Private Banking

CFA Institute; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Product Specialist - Global Private Banking. The role involves engaging high net worth clients, supporting relationship managers, and developing tailored investment proposals. Candidates should have prior experience in private banking, a relevant qualification in finance, and excellent communication skills. The position offers an opportunity to work in a prestigious and collaborative environment.

Qualifications

• Experience in the private banking and wealth management industry.
• Knowledge in managed products.
• Strong understanding of individual securities or asset classes.

Responsibilities

• Engage in marketing activities to high net worth clients.
• Support relationship managers with investment solutions.
• Provide product trainings and updates.
• Develop investment proposals for clients.
• Involved in new product development projects.
• Create product brochures and sales materials.

Skills

Prior experience in private banking

Strong knowledge on managed products

Excellent communication skills

Presentation skills

Education

Qualification in Finance or Economics

CFA charterholder

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC 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 Product Specialist - Global Private Banking.

In this role you will:

• Engage in marketing activities to high net worth clients and relationship managers
• Support relationship managers to provide consultative multi asset class Managed Investment Solutions such as discretionary programs, both standard and bespoke mandates as well as Mutual Funds and ETFs
• Provide individual trainings to relationship managers, as well as timely products and market updates
• Play a key role in tailor making investment proposals for high net worth clients
• Involve in projects related to new product development and maintenance. Act as a liaison between internal clients and product providers
• In charge of the development of product brochures and sales presentation materials
• Carry out important risk management tasks to meet legal and regulatory requirements
• Follow performance of discretionary programs and funds closely in order to articulate these properly to clients and relationship managers

To be successful you will:

• Prior experience in private banking and wealth management industry with strong knowledge on managed products
• Relevant qualification in Finance or Economics or related disciplines. CFA charterholders well regarded.
• Strong understanding on individual securities or specific asset class would be an advantage
• Excellent communication and presentation skills are required

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 regards 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.

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.