Investment Fund Executive
4 days ago
About the role
We are seeking an experienced Investment Fund Executive to join our team at HSBC in the North-East Region. As a full-time employee, you will play a crucial role in managing and growing our investment fund portfolio, ensuring our clients receive exceptional financial planning services.
What you'll be doing
Actively manage and monitor a diverse portfolio of investment funds, making strategic decisions to optimise returns and minimise risk
Conduct thorough research and analysis to identify new investment opportunities that align with our clients' financial goals
Prepare comprehensive investment reports and presentations for clients, explaining fund performance and recommended actions
Collaborate with the wider financial planning team to provide holistic advice and tailored solutions to meet our clients' needs
Stay up-to-date with industry regulations, market trends, and best practices to ensure our investment strategies remain competitive
Contribute to the development and implementation of new investment products and services
What we're looking for
With or Without experience in investment management
Strong understanding of financial markets, investment products, and portfolio management strategies
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
Proven track record of delivering exceptional client service and building long-term relationships
Highly organised and detail-oriented, with the ability to multitask and meet deadlines
Excellent communication and presentation skills, with the ability to explain financial concepts to both technical and non-technical audiences
What we offer
Competitive salary and bonuses based on performance
Travel Incentives with allowance
Ongoing training and development opportunities to support your career growth
Collaborative and supportive team environment with opportunities for networking and knowledge sharing
Flexible working arrangements, including the possibility of remote work
About us
HSBC is a leading financial services provider, offering a wide range of investment, banking, and wealth management solutions to individuals and businesses. Our mission is to help our clients achieve their financial goals through innovative and personalised strategies. With a strong focus on ethics, integrity, and customer satisfaction, we are committed to being the trusted partner of choice in the North-East Region.
Apply now to join our dynamic team and contribute to our continued success.
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