Director - Senior Discretionary Investment Specialist
"Are you a seasoned investment professional with a passion for delivering exceptional results for high net worth clients? Do you thrive in a fast-paced and dynamic environment where your expertise and leadership can drive success? HSBC is seeking a highly experienced Director - Senior Discretionary Investment Specialist to join our team and play a critical role in providing premium investment solutions to our valued clients. As a key member of our Wealth and Personal Banking division, you will have the opportunity to utilize your extensive knowledge and skills to drive business growth and exceed client expectations. If you have a proven track record of success in discretionary investment management and possess strong leadership and communication skills, we invite you to explore this exciting opportunity with HSBC."
- Lead the development and implementation of investment strategies for high net worth clients.
- Manage a portfolio of clients, providing personalized and tailored investment advice and solutions.
- Analyze and assess market trends, client risk profiles, and investment objectives to make informed investment recommendations.
- Monitor and review portfolio performance, making adjustments and recommendations as needed.
- Collaborate with other team members and departments to ensure a seamless and cohesive client experience.
- Maintain a deep understanding of financial markets, products, and services to stay up-to-date with industry changes and trends.
- Act as a subject matter expert for discretionary investment management, providing guidance and support to colleagues and clients.
- Develop and maintain relationships with key stakeholders, including clients, partners, and external organizations.
- Lead and mentor junior team members, providing guidance and support to help them achieve their full potential.
- Proactively identify and pursue business opportunities to drive growth and achieve targets.
- Adhere to all regulatory and compliance requirements, ensuring all activities are conducted in accordance with company policies and procedures.
- Represent HSBC at industry events and conferences, promoting the company's investment services and building brand awareness.
- Prepare and deliver presentations to clients and stakeholders, effectively communicating complex investment concepts and strategies.
- Continuously seek opportunities to enhance the client experience and improve operational efficiency.
- Collaborate with internal teams to develop and implement new investment products and services to meet client needs and preferences.
Extensive Experience In The Financial Industry: A Director - Senior Discretionary Investment Specialist At Hsbc Should Have A Minimum Of 10 Years Of Experience In The Financial Industry, With A Focus On Discretionary Investment Management.
Strong Knowledge Of Investment Products And Markets: The Ideal Candidate Should Possess A Deep Understanding Of Various Investment Products, Including Equities, Fixed Income, Alternative Investments, And Derivatives. They Should Also Have A Solid Grasp Of Global Markets And Macroeconomic Trends.
Proven Track Record In Managing High Net Worth Clients: The Role Requires Working With High Net Worth Individuals And Families, Therefore, The Candidate Should Have A Successful Track Record Of Building And Managing Relationships With Such Clients.
Excellent Communication And Interpersonal Skills: As A Senior Leader, The Candidate Should Possess Strong Communication And Interpersonal Skills To Effectively Engage With Clients, Colleagues, And Other Stakeholders. They Should Be Able To Articulate Complex Investment Concepts In A Clear And Concise Manner.
Leadership And Team Management Skills: The Director - Senior Discretionary Investment Specialist Will Be Responsible For Leading A Team Of Investment Professionals. The Candidate Should Have Previous Experience In Managing And Developing A Team, As Well As The Ability To Provide Strategic Guidance And Direction.
Strategic Planning
Financial Planning
Investment Management
Investment Strategy
Risk assessment
Market analysis
Asset management
Client Relationship Management
wealth management
Portfolio analysis
Asset allocation
Wealth
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Director - Senior Discretionary Investment Specialist in London, UK is between £100,000 and £150,000 per year. This can vary depending on factors such as the size and type of company, years of experience, and specific skills and qualifications. Additionally, bonuses and other forms of compensation may also be included in the overall salary package.
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HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.
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