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Wealth Management Portfolio Expert

3 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
About Wealth and Personal Banking at HSBC

Our Wealth and Personal Banking division is dedicated to providing our customers with innovative and comprehensive wealth management solutions. Our mission is to help our customers achieve their financial goals by delivering tailored advice and expert guidance.

The ideal candidate will be responsible for conducting thorough portfolio analyses, collaborating with our Premier Relationship Managers, and maintaining in-depth knowledge of various financial products. Additionally, they will need to stay up-to-date with market trends and regulatory requirements to provide informed advice to our clients.

Key Responsibilities:

  • Develop and maintain a deep understanding of the financial markets and their impact on client portfolios.
  • Collaborate with internal stakeholders to develop and implement effective wealth management strategies.
  • Analyse complex client data to identify opportunities and risks, and provide actionable recommendations.
  • Presentation skills to communicate complex ideas and insights to senior stakeholders.