Equities Product Specialist

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International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

We are currently seeking a high calibre professional to join our team as a Equities Product Specialist / Trader - Global Private Banking.

In this role you will:

• Role is part of Equities Product Desk and will report into the Head of Equities
• Work closely with the Head of Equities to build out and grow the desk's Dedicated Advisory & Dealing proposition that span both Equities as well as Equity-linked structured products. Manage a book of clients with annual PnL targets while adhering to all risk metrics
• Help maintain the advisory infrastructure: stock coverage list, investment rationale for stocks, top pick lists, thematic idea generation client friendly presentation decks, etc. to communicate with internal and external stakeholders
• Present in morning meetings on a regular basis, participate in RM/IC huddles to discuss equity ideas and develop traction with such teams
• Participate in external client meetings and events such as webinars, product day events etc. including client portfolio reviews from an equity perspective, where necessary
• Help with processes relevant to the Equity desk - Product due diligence, Product risk rating, IPOs, private placements and ensure familiarity with dealing processes and procedures
• Ensure HSBC internal control standards are maintained, including timely implementation of internal and external audit points together with any issues raised by external regulators
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy

To be successful you will need:

• You must have a sound understanding of Equities, Equity-linked structured products, and trade execution. Prior experience in Private Banks as a sales-oriented Equity/SP Product Specialist or Investment Counsellor focused on Equities and Structured Products is well suited for this role. Candidates with sales experience in global markets or research with a fundamental understanding of equities may also be considered
• Knowledge and understanding of the key equity markets, especially US, HK, China, Singapore and Europe and good broad-based understanding of key equity sectors is essential
• Strong presentation skills and ability to articulate ideas in large group, small group and 1x1 settings
• Educational qualifications: University Graduate or other relevant professional qualifications
• Client Advisor Competency Standards, FMRP certifications needed unless deemed to be exempted by compliance
• Proficient in English and Mandarin as the candidate may also need to cover some Mandarin speaking only mainland Chinese clients

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

Opening up a world of opportunity

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Issued by The Hongkong and Shanghai Banking Corporation Limited.