Senior Investment Specialist

HSBC • New York, NY

1d

About The Position

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
HSBC Global Asset Management (AMUS) plays a key role in enabling the Wealth-led strategy for International Wealth and Personal Banking (IWPB). This position supports the strategic IWPB–AMUS relationship and helps deliver AMUS solutions and services to IWPB customers across Premier, High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments.
The role partners with HSI Intermediaries (Wealth Relationship Managers, Private Bank Relationship Managers and Private Bank Investment Counsellors) to drive adoption, positioning and growth of AMUS solutions, including (but not limited to) HSBC Offshore funds, Managed Solutions platforms (currently Spectrum and Managed Portfolio Allocations), discretionary managed accounts (SMAs/UMAs), alternatives and related investment capabilities.
As our Senior Investment Specialist, you will:

Requirements

• Experience in internal/external wholesaling, investment sales, portfolio consulting, managed accounts distribution, or a closely related wealth/asset management role (including Securities Sales Assistant/Financial Adviser experience where relevant)
• Demonstrated track record of delivering net and gross sales, increasing share of wallet and influencing advisor behavior across a broad territory
• Experience supporting Premier/HNW/UHNW segments through intermediaries (WRMs, PB RMs, PB ICs), including participation in client meetings and solution presentations
• Proven ability to coach advisors on discovery, objection handling and presenting investment solutions in a client-ready manner
• Strong ability to operate in a fast-paced environment, managing high volumes of requests and delivering both planned and ad-hoc outputs
• Strong understanding of portfolio construction, asset allocation, diversification and risk/return trade-offs, with the ability to communicate rationale clearly
• Deep knowledge of managed solutions, including Spectrum, Managed Portfolio Allocations (MPA), SMAs and UMAs, and differentiators across managed account structures
• Solid fixed income expertise, including bond pricing, yield dynamics, duration/credit considerations and positioning of municipal and other bond solutions to meet client objectives
• Working knowledge of tax-aware investing concepts relevant to wealth clients (e.g., direct indexing, tax-loss harvesting and approaches to concentrated equity positions), including appropriate positioning
• Ability to interpret market/economic developments and translate them into practical, compliant sales positioning
• Strong consultative selling and stakeholder management skills, including partnering with Product and Marketing to refine messaging and field enablement
• Advanced proficiency in Excel and PowerPoint; able to produce executive-ready reporting and presentation materials
• Experience with proposal generation and portfolio analytics tools (or equivalent), including the ability to train others
• Confident presenter in both virtual and in-person settings; strong written and verbal communication skills
• Bachelor’s degree in Business, Finance or a related discipline (or equivalent experience)
• Required securities licenses: Series 7 and 66

Responsibilities

• Serve as a subject matter expert on AMUS market views, investment outlook and solution set, translating investment perspectives into practical, client-ready positioning
• Build and maintain strong relationships with HSI Intermediaries to improve client outcomes and increase penetration of AMUS solutions across IWPB segments
• Support intermediaries across the end-to-end sales process by: 1) anticipating client intentions, objectives and likely objections; 2) identifying opportunities to deepen relationships and increase share of wallet; 3) advising on product selection and positioning aligned to client goals and market conditions
• Provide timely market updates and adaptable sales narratives, including how managed portfolios fit within current market conditions and how to address common challenges and objections
• Develop holistic investment ideas and strategies to support total portfolio allocation discussions and capture a greater proportion of client assets
• Explain and position complex investment solutions in a clear, digestible and compelling way, enabling advisors to present confidently to clients
• Demonstrate strong understanding of portfolio construction, including allocation rationale and how to communicate expected outcomes and trade-offs
• Maintain deep knowledge of: 1) diversification and asset allocation principles; 2) equity and fixed income managed solutions (including SMAs/UMAs); 3) Managed Portfolio Allocations (MPA) structures and Spectrum types, including differentiators across managed offerings; 4) fixed income fundamentals (bond pricing, yield dynamics, and Treasury/corporate/municipal bonds) and positioning of fixed income managed accounts to meet client objectives; 5) direct indexing and tax-aware investing concepts (e.g., tax-loss harvesting), including approaches for concentrated equity portfolios and appropriate tax-management positioning
• Continuously refine positioning to differentiate AMUS solutions versus competitors, supported by performance insights, competitive intelligence and industry evidence
• Manage a national territory, supporting HSI Intermediaries through in-person, telephone and virtual engagement
• Attend sales meetings organized by Market Directors and participate in sales appointments with existing and prospective Wealth clients as required
• Join client meetings to represent AMUS, explain solutions and support business closure through clear articulation of value, differentiation and suitability
• Coach advisors on presentation and client communication, including: 1) explaining market dynamics and portfolio behavior (correlations, risk, diversification); 2) responding to market events and client concerns; 3) communicating economic data in a clear, actionable manner; 4) building evidence-based cases for investing and managed solutions
• Act as the primary expert on AMUS tools and systems, including web-based proposal generation and account management platforms
• Facilitate proposals and portfolio analyses using profiling data provided by HSI Intermediaries; advise on positioning outputs to align with client objectives and improve conversion
• Prepare sample presentations, performance reporting and competitive analyses for client discussions and advisor engagement
• Deliver continuing education and structured training for HSI Intermediaries on AMUS solutions, tools and sales best practices
• Provide regular market, product and strategy presentations at local, regional and national levels, including larger group settings and client events
• Develop and maintain high-quality presentation materials and sales decks, incorporating internal insights and third-party industry data to support topical, actionable advisor conversations
• Maintain relationships with third-party fund partners and leverage their resources appropriately to enhance advisor support and client outcomes
• Act as a liaison between Product and Marketing to ensure field feedback informs messaging, materials and solution evolution
• Manage high volumes of requests with strong prioritization, delivering both planned and ad-hoc outputs at pace
• Think quickly and critically to develop solutions under short timelines, including on-the-spot support for advisor and client needs
• Produce regular and ad-hoc reporting for senior management using advanced Excel capabilities and strong attention to detail
• Build working knowledge of the HSI account opening process and workflow to support efficient execution and reduce friction in the client journey

Benefits

• As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
• We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.
• You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
• You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.
• We value difference.
• We succeed together.
• We take responsibility.
• We get it done.
• And we want you to help us build the bank of the future!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level