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Job description

Some careers have more impact than others.

If you???re looking for a career where you can make a real impression, join HSBC, and discover how valued you???ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business, and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as a Portfolio Management Support.

Principal Responsibilities

• Be part of Portfolio Management Support team ???implementing and executing the investment decisions on behalf of investment managers for private bank discretionary mandates
• Take action on Portfolio Managers' instructions on trades and fund transfers and prepare orders files for all product
• Executing and booking trades in equities, bonds, mutual funds, FX & alternative investments for discretionary client accounts
• Responsible for pre trade control regarding client investment guidelines, available cash and holding positions
• Ensure that there is no short selling, available cash is sufficient before placing the orders, client???s special guidelines are not breached, and the orders are in full compliance with internal and external requirements
• Meet dealing cut off times for various markets
• Coordinate programs rebalancing in areas such as portfolio construction, SAA and TAA changes
• Create/maintenance of excel order planning tool in both equity and bond for trade planning purposes,
• Arrange Foreign Exchange to fulfil trade settlements before value date according to different requirements in different markets
• Co-ordinate all aspects of discretionary client accounts from accounts set up, trading, addition/withdrawal requests, and other miscellaneous requests from client
• Inform and update portfolio managers about all incoming and outgoing funds
• Liaise with portfolio managers for the acceptance of securities regarding securities transfers to new accounts and liquidating accounts
• Work with Relationship Managers and Portfolio Managers for partial or full redemptions
• Liaise with portfolio managers for corporate action events which investment decision is required
• Notify the relationship managers for other type of events when necessary
• Work with Information Technology team for system enhancements that contribute to a range of discretionary-specific projects

Requirements

• University degree in business or equivalent
• Preferred experiences in dealing in securities, good understanding of end-to-end trade life cycle and operational risk
• Sound understanding of various FI/Equity/FX products
• Highly proficient at Excel
• Experience in macro VBA, knowledge in python will be an added advantage
• Good at multi-tasking, able to work under pressure accurately and effectively
• Fluent in English and Cantonese

You???ll achieve more when you join HSBC.
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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