Product Specialist - Equities

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

HSBC Private Banking 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 Banking, we put our clients at the centre of everything we do.

We are currently seeking an ambitious individual to join our team as Associate Product Specialist in Equity Advisory, a core offering in our Prism Advisory service within our Investment & Wealth Solutions Group. Equity Advisory is a service offering bespoke single stock portfolio solutions in line with client investment criteria and risk tolerance. We are a global team of dedicated specialists that advises clients, providing thematic ideas and market colour.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Support the delivery of the Equity Advisory offering within the UK and Channel Islands booking centres.
• Build relationships with both external stakeholders such as clients but also internal stakeholders like Relationship Managers (RM), Investment Counsellors (IC) and other members of the Equity Advisory team globally. 
• Stay informed on key topics on the stocks commonly used within our equity offering.
• Work in a fast paced environment to service clients from presenting ideas to writing suitability letters and placing trades.

To be successful in this role you should meet the following requirements:

• Extensive client facing experience within either an Asset Management, Private Banking or Wealth Management environment - essential
• Strong working knowledge of Equity markets - essential
• CISI/RDR Level 4 - essential
• An ability to communicate effectively in various forms with both internal and external stakeholders
• Able to prioritise high workloads in a fast paced customer focused environment whilst maintaining a high level of accuracy

This role is based in London.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500