PMS Support

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Job Descriptors 

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.  International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

JOB PURPOSE

Portfolio Management Services (PMS) is a very high growth potential area in wealth management catering to HNI clients. Assisting FM team in managing day to day investment related activities, sound knowledge of equity markets, data & analytical skills are prerequisites.

PRINCIPAL ACCOUNTABILITIES

The PMS personnel will be required for the following key activities

a.           Role of Back up FM/dealer

b.           Liasioning with PMS operations/Sales team/PMS vendor

c.            Ability to independently manage PMS frontline activities

d.           Research support to FM for idea generation/managing portfolios

e.           PMS Presentation/ data collation & updation

f.            Strong numerical skills and analytical abilities

g.           Good Verbal & Written Communication Skills

Useful Link

Link to Careers Site: Click HERE 

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Issued by HSBC Global Asset Management (India) Private Ltd