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Investment Manager

Role purpose

The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on market view and the products that we have to satisfy their investment needs. In addition to this, the investment manager must be a person specialized in sophisticated investment products (such as DPM, PIM, structured notes, commercial papers, equity, etc.) which in the long run translates into more profitable portfolios that allow HSBC to generate a higher profit revenue.

Principal Accountabilities and Responsibilities

Attraction of new moneyMake investment portfolios more profitableTraining and specialization in investment products

Leadership Teamwork

Needs to collaborate withLead investment strategy for each region (coordinate strategy with head of wealth premier and Rm´s)

Business/Commercial knowledge

Manage relationships both internal and external clients. Knowledge relevant in commercial strategies and certification for selling or advising financial products.

Problem solving

Interprets information by advise and accompaniment RM like a product specialist and addition value in the relationship between clients and HSBC. Capacity of managing highly skilled analysts. Ensure coverage the customer needs and risk profile to advise financial planning. Help RM to acquire new clients and referrals.

Innovation

Develop new ideas to define business with key products to help differentiate traditional investments and portfolios.

Strategic Responsibility

Advise RM and customers to enrich the relationships by value strategies based on the current and future customer needs. Researches and interprets information, and data in order to formulates recommendations.