Global Discretionary Product Specialist, HSBC

HSBC

Location:
Poland

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

GPB is expanding its offshore footprint across multiple sites. This Discretionary Portfolio Management Support will deliver excellent services to our internal clients by developing marketing material, maintaining up to date discretionary publications and supporting the Business Development teams in a reliable and timely manner. The role holder will be dealing with constantly changing investment climate and investor expectations and deliver top quality services to our Discretionary teams, IWS Business Development teams and clients, support the development and rollout of new discretionary mandates, complying with a much more stringent regulatory environment without jeopardizing business flow.

Job Responsibility:

Developing and executing marketing strategies to promote our DPM services
Maintaining and updating discretionary websites and SharePoint
Identifying opportunities to streamline marketing processes
Developing and producing high quality marketing material
Performing portfolio reviews and portfolio analysis
Assist in developing personalised and relevant discretionary content
Addressing general requests from Discretionary and front office teams
Contribute to the strategic positioning and development of the discretionary mandate business
Support the launch of new discretionary solutions
Review existing discretionary solutions
Effectively engage and collaborate with IWS and Asset Management teams
Ensure integrity of servicing activities and compliance with all HSBC regulatory policies
Collaborate with Portfolio Managers, Business Development and Product Management teams
Deliver fair outcomes for our customers
Assist in the improvement of processes
Regular interactions with Compliance, Legal, Marketing and Business management
Work closely with Compliance and take pre-emptive measures to reduce/mitigate potential operational risk

Requirements:

Minimum 5 years of experience in portfolio management support and/or Marketing and/or back/middle/front office support function
An understanding of Banking/Investment products
Strong project and process experience
Pro-active attitude towards problem solving, stakeholders needs and control
Good organization skills with strong attention to details
Hard working and quick learning person with ability to deliver under time constraints
IT knowledge, very good skills with Microsoft Excel and Powerpoint
Fluency in English
Able to build and maintain collaborative working relationships within HSBC Private Banking

What we offer:

Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Corporate parties & events
CSR initiatives
Financial support with trainings and education
Nursery discounts
Social fund
Flexible working hours
Free parking

Additional Information:

Job Posted:
October 11, 2025

Expiration:
January 10, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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Global Discretionary Product Specialist

HSBC

Location:Poland

Category:Finance

Contract Type:Not provided