High-Impact Career Opportunities
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We're seeking forward-thinking professionals who are open to diverse ideas and cultures, capable of connecting with our customers, and committed to working with integrity every day.
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As an HSBC employee in Australia, you'll have access to tailored professional development opportunities and a competitive pay and benefits package.
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This includes market-leading subsidised private health cover, enhanced parental pay/benefits, support for returning to work, wellness days, wellbeing programs, and a highly flexible workplace culture.
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Wealth and Personal Banking (WPB) serves over 50 million customers worldwide, offering a comprehensive range of banking and wealth management services to help them manage their finances and secure their financial futures.
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This global business combines Retail Banking, Wealth Management, Insurance, and Asset Management, focusing on customer-centric propositions and innovative distribution channels.
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HSBC's Wealth business provides high-net-worth clients with expert guidance and a range of investment solutions, including bonds, ETFs, Structured Products, and Managed Funds.
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The Senior Investments Specialist will be responsible for providing high-net-worth and ultra-high-net-worth clients with access to this unique service.
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You'll own the client relationship, helping to meet their investment needs and proactively servicing them as their dedicated investment expert.
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This is a senior role within the team, offering opportunities to participate in new business initiatives and provide leadership support.
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As a Senior Investment Specialist, you'll play a vital role in expanding our wealth management business in Australia, working closely with Relationship Managers to provide specialist investment expertise to existing HSBC clients.
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We're a fast-paced, results-oriented team that offers substantial learning and growth opportunities to help you excel.
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Your main responsibilities include:
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1. Utilizing your extensive understanding of financial markets and investment products to engage in in-depth conversations with clients.
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2. Conducting face-to-face and virtual meetings with clients to uncover their investment needs and present suitable investment opportunities.
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3. Proactively engaging with your client base to keep them informed about investment markets and facilitate the launch of new investment tranches and IPOs.
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4. Discussing thematically driven investment solutions with clients.
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5. Facilitating phone-based execution for a range of investment products.
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6. Engaging in daily client interactions to discuss our investments platform, markets, and offer solutions.
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7. Providing market insights and research to internal stakeholders and external clients.
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8. Acting with courageous integrity and upholding the integrity of markets.
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Key Features
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* Competitive salary: $120,000 - $180,000 per annum
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* Market-leading benefits package
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* Opportunity to work in a dynamic, fast-paced environment
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* Substantial learning and growth opportunities
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* Chance to make a significant impact in the wealth management industry
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* Collaborative and supportive team environment