Assistant Vice President Advisory Specialist

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.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Assistant Vice President Advisory Specialist

Business: Wealth & Personal Banking

Principal responsibilities

• Interface closely with Blackrock and internal Information Technology team to develop or enhance Advisory features HSBC is utilizing. Collaborate with various Intel Wealth Premier product teams to incorporate the relevant investment content into the Advisory process.
• Provide domain expertise to resolve Operational issues from booking centres related to Global Advisory. Manage the quality of advice and the model methodology within the Advisory architecture framework. Resolve advisory topics related to portfolio analytics escalated by the front office.
• Liaise with other local platform teams to enhance the User Interface/User Experience for the advisory client journey.
• Perform critical data quality checks to ensure the accuracy and stability of outputs from key platforms like Aladdin, Avaloq & Qliksense.
• Collaborate with global & regional Advisory team on sales enablement topics and solve topics related to portfolio construction and investment content.
• Manage risk governance by maintaining Target Operating Manuals and relevant process documents for audit purposes.
• Monitor and administer shared workspace/mailbox to track and address Advisory related queries.
• Develop Product Management domain knowledge and effectively manage governance forums like topic specific workstream meetings to commercialize Prism features.
• Design Management Information dashboards and liaise with data providers in the bank for streamline process.

Requirements

• Degree in finance/business and with other professional accreditations such as Chartered Financial Analyst
• 8-10 years of experience in Financial services industry specifically within Private Banking and Wealth Management or Asset Management
• Strong understanding of asset allocation and portfolio construction
• Strong knowledge across asset classes (traditional and alternatives) and product types (Funds & Structured Products)
• Has previously been actively involved in building advisory propositions and platforms
• Knowledge with platforms and systems such as Aladdin, Qlik-Sense and Avaloq. Working knowledge of programming languages like Python
• Effective with stakeholder management and able to work with teams across locations
• Ability to be act as subject matter expert and tap on the extended Advisory ecosystem for additional feedback and inputs
• Strong communication skills required to guide end users in the front office when they have queries on Product Management (Sales enablement and Portfolio Analytics)

You'll achieve more at HSBC

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role."

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