Description
In this role, you will serve as a subject matter expert on HSBC Global Asset Management's market views, investment outlook, and solution set. You will build and maintain strong relationships with HSI Intermediaries to improve client outcomes and increase penetration of HSBC Global Asset Management solutions across International Wealth and Personal Banking segments.
Your responsibilities will include serving as a subject matter expert on HSBC Global Asset Management's market views, investment outlook, and solution set, translating investment perspectives into practical, client-ready positioning. You will also build and maintain strong relationships with HSI Intermediaries to improve client outcomes and increase penetration of HSBC Global Asset Management solutions across International Wealth and Personal Banking segments.
You will support intermediaries across the end-to-end sales process by anticipating client intentions, objectives, and likely objections, identifying opportunities to deepen relationships and increase share of wallet, and advising on product selection and positioning aligned to client goals and market conditions.
You will provide timely market updates and adaptable sales narratives, including how managed portfolios fit within current market conditions and how to address common challenges and objections. You will also develop holistic investment ideas and strategies to support total portfolio allocation discussions and capture a greater proportion of client assets.
You will explain and position complex investment solutions in a clear, digestible, and compelling way, enabling advisors to present confidently to clients. You will demonstrate strong understanding of portfolio construction, including allocation rationale and how to communicate expected outcomes and trade-offs.
You will maintain deep knowledge of diversification and asset allocation principles, equity and fixed income managed solutions, including SMAs/UMAs, Managed Portfolio Allocations (MPA) structures and Spectrum types, including differentiators across managed offerings, fixed income fundamentals, and tax-aware investing concepts.
You will continuously refine positioning to differentiate HSBC Global Asset Management solutions versus competitors, supported by performance insights, competitive intelligence, and industry evidence.
You will manage a national territory, supporting HSI Intermediaries through in-person, telephone, and virtual engagement. You will attend sales meetings organised by Market Directors and participate in sales appointments with existing and prospective Wealth clients as required.
You will join client meetings to represent HSBC Global Asset Management, explain solutions, and support business closure through clear articulation of value, differentiation, and suitability. You will coach advisors on presentation and client communication, including explaining market dynamics and portfolio behaviour (correlations, risk, diversification), responding to market events and client concerns, communicating economic data in a clear, actionable manner, and building evidence-based cases for investing and managed solutions.
You will act as the primary expert on HSBC Global Asset Management tools and systems, including web-based proposal generation and account management platforms. You will facilitate proposals and portfolio analyses using profiling data provided by HSI Intermediaries, advise on positioning outputs to align with client objectives and improve conversion, and prepare sample presentations, performance reporting, and competitive analyses for client discussions and advisor engagement.
You will deliver continuing education and structured training for HSI Intermediaries on HSBC Global Asset Management solutions, tools, and sales best practices. You will provide regular market, product, and strategy presentations at local, regional, and national levels, including larger group settings and client events.
You will maintain relationships with third-party fund partners and leverage their resources appropriately to enhance advisor support and client outcomes.
You will act as a liaison between Product and Marketing to ensure field feedback informs messaging, materials, and solution evolution. You will manage high volumes of requests with strong prioritisation, delivering both planned and ad-hoc outputs at pace.
You will think quickly and critically to develop solutions under short timelines, including on-the-spot support for advisor and client needs. You will produce regular and ad-hoc reporting for senior management using advanced Excel capabilities and strong attention to detail.
You will build working knowledge of the HSI account opening process and workflow to support efficient execution and reduce friction in the client journey.