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.