Investment ManagerRole purposeThe main purpose of the Product Expert (Investment) is to provide personalized attention and advice to clients with a value greater than two million pesos in order to attract new resources from other financial institutions, through adequate diversification for each client and regular conferences on market views and the products available to satisfy their investment needs. Additionally, the investment manager must be specialized in sophisticated investment products (such as DPM, PIM, structured notes, commercial papers, equity, etc.), which ultimately translates into more profitable portfolios that allow HSBC to generate higher profit revenue.Principal Accountabilities and ResponsibilitiesAttraction of new moneyMake investment portfolios more profitableTraining and specialization in investment productsLeadership & TeamworkCollaborate with team membersLead investment strategy for each region (coordinate strategy with head of wealth premier and RMs)Business/Commercial knowledgeManage relationships with both internal and external clients. Possess knowledge relevant to commercial strategies and certification for selling or advising on financial products.Problem solvingInterpret information by advising and accompanying RMs as a product specialist, adding value to the relationship between clients and HSBC. Manage highly skilled analysts. Ensure coverage of customer needs and risk profiles to advise on financial planning. Assist RMs in acquiring new clients and referrals.InnovationDevelop new ideas to define business with key products to help differentiate traditional investments and portfolios.Strategic ResponsibilityAdvise RMs and customers to enrich relationships by implementing strategies based on current and future customer needs. Research and interpret information and data to formulate recommendations.#J-18808-Ljbffr