HSBC
The Funds & Discretionary Specialist serves as a subject-matter expert for funds and discretionary portfolio management solutions within the Private Bank, supporting relationship managers and high-net-worth clients. The role involves providing investment rationale, product positioning, and portfolio-construction input while partnering with relationship managers on client engagements. The specialist also manages relationships with fund houses and external asset managers, ensuring compliance with product governance and regulatory requirements.
Headquarters
London, England, United Kingdom
Company Size
10001+ employees
Founded
1865
HSBC is one of the world’s largest banking and financial services organisations, founded in 1865 and serving millions of customers through its four global businesses. It offers a broad suite of services including retail and wealth management, commercial banking, global banking and markets, and private banking. With a global footprint and strong brand presence, HSBC focuses on connecting customers and corporates to international opportunities across markets and currencies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for HSBC.
HSBC didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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