Portfolio Management Support (1 Year Contract) - Global Private Banking

Job description

Some careers grow faster than others.
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

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 caliber professional to join our team as Portfolio Management Support .

Principal responsibilities
· Take action on Portfolio Managers' instructions on trades and fund transfers and prepare orders files for all products
· Build in and maintain an Excel or Macro as an order planning tool in both equity, Excel or Macro Spreadsheet and bond, Bond Matrix
· Responsible for pre trade control regarding available cash and holding positions
· Ensure that there is no short selling, available cash is sufficient before placing the orders, clients 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
· Arrange Foreign Exchange to fulfill trade settlements before value date according to different requirements in different markets
· 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
· Order inputs with allotments on the system
· Work with Relationship Managers and Portfolio Managers for partial or full redemptions
· Upload or place internal cross trades on the system and to confirm settlement date with settlement team
· Liaise with portfolio managers for corporate action events which investment decision is required
· Notify the relationship managers for other type of events when necessary
· Coordinate programs rebalancing
· Work with Information Technology team for system enhancements

Desired profile

Qualifications :

Requirements
·  University degree in business or equivalent
·  Type 1 license holder is preferred with experiences in dealing in securities
·  Strong Excel skills and attention to details
·  Team player
·  Fluent in English and Chinese
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You'll achieve more when you join HSBC.

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.