Advisory Product Specialist

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Advisory Product Specialist 

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

The jobholder will contribute to the distribution/facilitation of all alternative products and services to Private Banking.
Are you interested ? Do you have clients and presentations skills ? Do you enjoy to be part of a cohesive team ?
If you answered yes to any of these questions, we want to hear from you!

In this role you will:

• Be the primary point of contact for the alternative investment platform, including hedge funds advisory, fund of hedge funds, liquid alternatives, single line hedge funds, evergreen, private equity and real estate funds and mandates
• Responsible for sales and promotion, distribution and growth of the alternative investment platform within the private bank in EMEA ex-UK, liaising with sales management to ensure proper targeting of clients.
• Manage process for originating and on boarding funds: assess marketability, identify new product and solutions in conjunction with the investment management and research teams, initiate fund offering and marketing (review of marketing materials, reports and analysis for clients and prospects meetings, communicate timely investment updates, coordinate roadshows, investor updates).
• Regular meetings/calls with the investment management and research teams to assess performance, strategy and risk management
• Lead efforts to integrate alternative investment themes and ideas into regular sales meetings and presentations within the private bank in EMEA ex-UK
• Manage relationships with internal clients (WPS, IC and RM) and external clients when appropriate
• Coordinate with global investment strategy and WPS teams and asset class specialists to provide timely market commentary and ideas in order to generate sales in alternative investments
• Participate and lead monthly/quarterly investment committees with clients
• Communicate the views of AIG with regards to strategy and managers to clients and relationship managers
• Presentations skills to large audience (internal or external) mandatory.

Requirements :

• High level of academic education
• Good knowledge of financial markets and alternatives such as hedge funds, private equities, real estate.
• Experience and strong skills in sales activities of alternative investments to internal & external clients
• Proactive, enthusiastic and self-starter personality
• Good communication and presentation skills
• Good knowledge of Microsoft Office tools and Bloomberg. Knowledge of Avaloq would be a plus.
• Fluent in English and French; Arabic would be an asset

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

• We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
• You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can includ e:

• Health & meal allowance, public transport or (e-)bike allowance
• Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
• Emergency Childcare with the Red Cross, free of charges for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme

We’ll give you a huge range of resources that support your mental, physical and social well-being, including:

• Various sports and leisure activities organised by the employees for the employees.
• The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

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.

If you have a need that requires accommodations or changes during the recruitment process, please let us know.

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.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The 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 first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

For further information on building your career at HSBC, please visit: