Investment Fund Executive
About the role
We are seeking an experienced Investment Fund Executive to join our team at HSBC in the North-East Region. As a full-time employee, you will play a crucial role in managing and growing our investment fund portfolio, ensuring our clients receive exceptional financial planning services.
What you'll be doing
- Actively manage and monitor a diverse portfolio of investment funds, making strategic decisions to optimise returns and minimise risk
- Conduct thorough research and analysis to identify new investment opportunities that align with our clients' financial goals
- Prepare comprehensive investment reports and presentations for clients, explaining fund performance and recommended actions
- Collaborate with the wider financial planning team to provide holistic advice and tailored solutions to meet our clients' needs
- Stay up-to-date with industry regulations, market trends, and best practices to ensure our investment strategies remain competitive
- Contribute to the development and implementation of new investment products and services
What we're looking for
- With or Without experience in investment management
- Strong understanding of financial markets, investment products, and portfolio management strategies
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
- Proven track record of delivering exceptional client service and building long-term relationships
- Highly organised and detail-oriented, with the ability to multitask and meet deadlines
- Excellent communication and presentation skills, with the ability to explain financial concepts to both technical and non-technical audiences
What we offer
- Competitive salary and bonuses based on performance
- Travel Incentives with allowance
- Ongoing training and development opportunities to support your career growth
- Collaborative and supportive team environment with opportunities for networking and knowledge sharing
- Flexible working arrangements, including the possibility of remote work
About us
HSBC is a leading financial services provider, offering a wide range of investment, banking, and wealth management solutions to individuals and businesses. Our mission is to help our clients achieve their financial goals through innovative and personalised strategies. With a strong focus on ethics, integrity, and customer satisfaction, we are committed to being the trusted partner of choice in the North-East Region.
Apply now to join our dynamic team and contribute to our continued success.
Company information
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