Job description
Investment Manager
Role purpose
The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on market view and the products that we have to satisfy their investment needs. In addition to this, the investment manager must be a person specialized in sophisticated investment products (such as DPM, PIM, structured notes, commercial papers, equity, etc.) which in the long run translates into more profitable portfolios that allow HSBC to generate a higher profit revenue.
Principal Accountabilities and Responsibilities
Attraction of new money
Make investment portfolios more profitable
Training and specialization in investment products
Leadership & Teamwork
Needs to collaborate with
Lead investment strategy for each region (coordinate strategy with head of wealth premier and Rm´s)
Business/Commercial knowledge
Manage relationships both internal and external clients. Knowledge relevant in commercial strategies and certification for selling or advising financial products.
Problem solving
Interprets information by advising and accompanying RM like a product specialist and adding value in the relationship between clients and HSBC. Capacity of managing highly skilled analysts. Ensure coverage of the customer needs and risk profile to advise financial planning. Help RM to acquire new clients and referrals.
Innovation
Develop new ideas to define business with key products to help differentiate traditional investments and portfolios.
Strategic Responsibility
Advise RM and customers to enrich the relationships by value strategies based on the current and future customer needs. Researches and interprets information, and data in order to formulate recommendations.
Requirements
Experience
Experience in investing and implementing international active portfolios such as DPM, PIM or mutual funds, ETFs, derivatives, besides deep understanding of local regulation and investment regime.
Functional Knowledge
Specialized in sophisticated investment products.
Dominance of market events that may affect investments.
Knowledge of internal processes regarding investment products
Others
Requires communication skills both in dealing with internal and external clients.
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