Advisory Specialist - Prism Advisor - Global Private Banking

at  HSBC

London, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate14 Feb, 2025Not Specified14 Nov, 2024N/AInvestment Management,Wealth Management,Front Office,Alternative Investments,Teams,Adjustments,Email,Excel,Asset Management,Private Banking,OwnershipNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.
Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
HSBC Global Private Banking offers suitable clients access to Alternative Investments spanning Private Equity, Private Credit, Real Estate, Infrastructure and Hedge Funds. This role is to support the HSBC Global Private Banking Alternatives Specialist for the UK and will cover new investment launches and after-sales support to enhance the client journey in Alternative Investments.

Responsibilities:

IN THIS ROLE YOU WILL:

  • Primarily focus on Private Markets, assisting with new launches for both closed and open-ended Private Equity, Real Assets and Private Credit solutions
  • Implement continuous improvement initiatives to enhance the front office and client experience
  • Undertake data collection activity including investment flows, analysis, and market research
  • Produce regular investment updates on Private Market investment solutions for the front office, including regular newsletter content and investment solution updates
  • Manage Alternatives risks, such as liaising with the Legal and Compliance teams on various aspects of Alternatives, such as maintaining the NMPI Log

TO BE SUCCESSFUL IN THIS ROLE YOU SHOULD MEET THE FOLLOWING REQUIREMENTS:

  • A background within investment management either through completing relevant qualifications such as CFA or CISI or through equivalent professional experience - essential
  • Experience either within Private Banking (preferred), Asset Management, Wealth Management, or Investment Banking - essential
  • An ability to communicate and liaise credibly with the UK front office across UHNW, International and HNW teams as well as HSBC Global Private Banking and HSBC Alternatives (part of HSBC Asset Management) teams
  • Organisation skills to balance various tasks with wide remit. Fully literate with MS Office including Excel.
  • A demonstrable knowledge of Alternative Investments and the role Alternative Investments play in client portfolios including current trends is essential. An eagerness to learn in an evolving investment landscape, and a Market/Sales focused mindset.
  • A motivated self-starter who can take ownership of various projects and tasks.
    This role is based in London.
    Opening up a world of opportunity
    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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
    We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.
    If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:
    Email: hsbc.recruitment@hsbc.com
    Telephone: +44 207 832 850


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

London, United Kingdom