Job Description

Job description
Being part of HSBC in Switzerland, you'll help evolve and grow our business.
The Senior Discretionary Product Specialist's role is to facilitate the growth of the business by acting as the technical expert communicating the strength of the investment proposition to private banking front office relationship managers and clients. The Discretionary Product Specialist will work closely with the HSBC AM investment team responsible for discretionary portfolio management to provide timely analysis of portfolio positioning and performance as well as communicating the strength of the offering.
The role is key to the delivery of discretionary solutions to our clients. It acts as a critical link between the investment team, front office teams and clients. The product specialist will ensure effective interactions across these stakeholders leading to AUM growth and increased investment revenues through annuity fees.
Are you interested ? Do you have a proven expertise on Discretionary solutions either through Product Specialist or Portfolio Manager roles ? Do you enjoy to be part of a cohesive team ?
If you answered yes to any of these questions, we want to hear from you!
What you will do:

• Act as the primary interface between HSBC AM portfolio managers and PBRS relationship managers and clients.
• Build effective working relationships with portfolio managers, attending investment meetings and developing an in-depth understanding of the investment process, portfolio positioning and investment decisions.
• Production of timely analysis of portfolio positioning and performance in response to client and front office enquiries.
• Development of high-quality marketing materials which demonstrate the added value of our Discretionary solutions and articulate our competitive advantages.
• Deliver quality before and after-market sales assistance to RMs, ICs, current clients and prospective clients through meetings and conference calls.
• Lead efforts to integrate Discretionary solutions into regular sales meetings and presentations within the Private Bank
• Write a Monthly Discretionary newsletter and provide ad hoc timely market commentaries on portfolio positioning/investment choices in the context of significant market events or price fluctuations.
• Lead, track and monitor product initiatives and on-going pitches.
• Build and maintain a solid overview of Discretionary solutions asset split by products, regions, RM/IC to be able to identify and address under penetrated area appropriately

In this role you will:

• Deliver investment solutions to our clients. It covers: client-facing, interactions with portfolio managers and other product specialists, very close collaborations with ICs and RMs. Impact is AUM growth and increased investment revenues through annuity fees.

Requirements

• Proven expertise on Discretionary solutions either through product specialist or portfolio manager roles.

• Strong knowledge of multi-asset portfolios and across all asset classes.

• Proactive, positive attitude and ability to multi-task especially under pressure to meet time sensitive deadlines.

• Excellent communication skills and interpersonal skills with the ability to build and maintain effective relationships at all stakeholders

• Strong Microsoft Office skills: excel, visual basic, PowerPoint; Knowledge of Aladdin, Avaloq and Qlik sense would be an asset.

• High level of academic education, possibly combining solid marketing skills with Financial/Economics background. Solid knowledge on Equity is a plus.

• Fluent in English and French or German. Arabic would be an asset.

• CFA, CAIA or CIIA or equivalent would be an asset

• Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.
What you'll get in return:
Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

• We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
• You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include:

• Health & meal allowance, public transport or (e-)bike allowance
• Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave
• Emergency Childcare with the Red Cross, free of charges for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme

We'll give you a huge range of resources that support your mental, physical and social well-being, including:

• Various sports and leisure activities organised by the employees for the employees.
• The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems - either at work or at home. Unlimited telephone consultations services available 24/7.
• You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
• You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

HSBC has been certified "Top Employer 2025" in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
If you have a need that requires accommodations or changes during the recruitment process, please let us know.
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.
Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The 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 first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.
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