Product Specialist / Trader

GCB 4

We are currently seeking a high calibre professional to join our team as a Product Specialist / Trader.

In this role you will:

• Manage and grow Ultra High Net Worth and High Net Worth Private client portfolios by providing dedicated relationship management, equity services support, and exceptional client service
• Worked closely with the research specialists in generating action-oriented trade ideas on a daily basis
• Engage with prospects to help bring in net new money to the firm 
• Directly and proactively follow-up with existing clients to provide timely market outlook and equity portfolio review services
• Partner with Relationship managers (RMs) and Investment Consultants (ICs) colleagues in providing investment ideas to clients
• Partner with structured products team to offer equity ideas as underlying for their structures
• Internal marketing: Communicate proactively Global Research's and CFAR investment views and recommendations to RMs and ICs via huddle sessions and briefings
• Assist RMs and ICs on matters relating to stock investments upon request
• Host investment outlook sessions, roadshows, weekly investment meetings, ad-hoc equity presentations, etc. (including promotions of related products)
• Work on projects that can improve revenue, streamline processes or meet regulatory requirements

To be successful you will need:

• Basic knowledge in equity investment and the ability to derive equity recommendations in multiple countries (US, Europe, Greater China)
• Excellent communication skill is necessary as specialist often has to present complex financial concepts and strategies in a simple form
• Excellent writing, speaking, and presentation skills
• Proficient in Bloomberg, Microsoft Office Suite
• A bachelor's or graduate degree is required

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks). 

Opening up a world of opportunity
http://www.hsbc.com/careers

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.

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