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| Senior Long Only Fund Analyst PBFSG |
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. Analyse, select and advise on long only funds investments to the benefit of the clients
. Support Relationship Managers (RMs) and Investment Advisors (IAs) in proposing bespoke financial solutions to clients,
. Contribute actively to the achievement of the bank business growth targets
. Be a role model in the Fund Strategy Group
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CORE RESPONSIBILITIES
. Build and maintain outstanding quality of advice & service
. Develop effective proactive fund advisory services to Relationship Managers, Investment Advisors and ultimately clients of the bank.
. Bring significant experience and know how in the Fund Selection Process for the bank.
. Ensure high quality management of the requests handled by the long only fund analyst team.
. Lead the production of selected fund lists, model portfolios and investment themes by running in depth analysis, making documented submission, and monitoring the selection
. Lead to the various Fund Investment Committees and Fund Selection Process
Demonstrate a team player attitude by maintaining good relationship with colleagues, sharing idea, experience and knowledge.
. Coordinate providers’ conferences, presentations and events.
. Keep high and appropriate level of communication with RMs and IAs by monitoring the appropriateness of the information displayed and networked and developing communication strategy in conjunction with the head of the FSG.
. Role of deputy head of FSG may be part of the core responsibility of this senior position. This would imply the day to day supervision of activity, implementation of the team objectives and contribution to the year end evaluation. |
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Bachelors Degree
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3 years + |
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English : Speak / Write Fluently
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open-ended |
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unspecified |
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EU National |
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Geneva |
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. Know-how of the available quantitative tools to maintain a hands-on approach to access information
. Proven knowledge of the long only fund industry, as well as portfolio management.
. Communication talent to conduct tailored and high value added advice to internal as well as external clients.
. Ability to develop trusted and fruitful relationship with customers
. Smart understanding of the private banking business
Specific Responsibilities:
. Maintain awareness and comply with HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.*
. Perform responsibilities with integrity and high standards of ethics, complying fully with the Compliance Policy as well as with both the spirit and letter of the law, rules and practices that govern the HSBC Group globally.*
. Maintain awareness of the Operational Risk Scenario associated with the role and minimise risk where possible |
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Through our 93 offices worldwide, HSBC Private Bank offers banking, investments and trust and fiduciary services to high net worth clients. |
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