Job Description

Job description

Opening up a world of opportunity.

We\'re a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We\xe2\x80\x99re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

About HSBC Asset Management

We are the Canadian office of HSBC Asset Management, a firm with well-established businesses in Europe, the Asia-Pacific regional, North America, Latin America and the Middle East. We manage assets for a range of retail and private banks, commercial and corporate clients, and some of the world\xe2\x80\x99s largest institutional investors. As part of the HSBC globally, we leverage a 150-year banking history and harness global expertise and resources to help our clients meet their investment goals.

HSBC Asset Management is one of the world\xe2\x80\x99s largest managers of developed- and emerging-market investment strategies and we offer a range of fixed income, equity, multi-asset and liquidity solutions:

Our strong global investment platform supports local teams who share a common investment philosophy founded on a core belief that best-practice investment governance and a well-executed process are key to delivering long-term value to our clients. With operations in 26 countries and territories, our investment teams draw on the local knowledge and expertise of our team of over 600 investment professionals and over 2,300 employees worldwide.

About the role

Responsible for contributing to the development and management of Asset Management Canada\'s product shelf for retail, HNW and Institutional clients, ensuring that Asset Management Canada products are successful, fit for purpose, profitable, competitive and efficiently delivered. To align Asset Management Canada\'s Product Management activities with the strategic and business objectives of the local business and product function globally, and to propose/recommend, analyze and implement new or changes to products & services to enhance profitability, asset growth, customer acquisition & retention.

Responsibilities

• Identify opportunities and develop new product ideas and features, including idea generation, developing product concepts, gathering and analyzing competitive intelligence, writing and presenting proposals, securing approvals and stakeholder buy-in, assessing commercial viability and ensuring alignment with the firm\xe2\x80\x99s strategic objectives.
• Manage cross functional working groups to implement and bring to market new or enhanced products and services, actively working with the different business areas impacted, managing and communicating with stakeholders and respecting budgets and timelines for a successful launch.
• Manage existing product shelf, including conducting product reviews and formulating recommendations, maintaining investment policies and guidelines, pricing, policies and procedures and regulatory documents.
• Contribute to maintaining robust governance over local products, have knowledge of regulations impacting product design, implementation and investment management of the portfolio.
• Managing product team\xe2\x80\x99s relationships with retail & institutional sales teams and with key internal and external stakeholders & support functions \xe2\x80\x93 i.e. distribution channels, IT, operations, compliance, legal, tax, finance, investment teams and sub-advisors.
• Complete other related duties as assigned.
• Most internal functions & teams within Asset Management Canada
• Asset Management Group, Wealth and Personal Banking, Wealth Development & HSBC Investment Funds
• HSBC Private Investment Counsel
• HOST / Information Technology / Change Delivery / Wealth Operations
• HSBC Bank Canada Compliance / Legal / Tax / Finance
• Establish strong relationships with sponsors and stakeholders in order to manage and deliver a group of projects to achieve business objectives.
• Demonstrate teamwork through effective communication, participation and collaboration with team and other areas of the business.
• Demonstrate leadership through effective management of project working groups
• Inspire, lead & engage project teams to implement key business changes.
• Cultivate an environment that supports diversity and reflects the HSBC brand

Requirements

• In-depth understanding of investment products, wealth management and wealth planning in the Canadian financial services environment
• Minimum of 5-10 years relevant product development and product management experience in wealth management environment
• Bachelor degree in finance, business, related field or equivalent experience.
• Strong project management and a successful track record of leading multiple multi-functional project teams within aggressive timelines to successfully implement change initiatives in a wealth management environment \xe2\x80\x93 especially in respect of mutual funds, wrap services & discretionary/advisory investment management services
• Strong relationship building and relationship management skills
• Strong analytical skills with an ability to think creatively and laterally and to identify actionable, effective solutions to complex and technical investment related issues.
• Exceptional organizational, problem solving & planning skills
• Exceptional written & verbal communications & presentation skills
• A positive, driven, can-do attitude \xe2\x80\x93 a self-starter with extremely high energy & motivation levels, high degree of ownership and constructive sense of urgency
• In depth understanding of HSBC Group\xe2\x80\x99s policies, controls and processes \xe2\x80\x93 especially as they relate to investment businesses
• Additional preferred qualifications:

• A thorough understanding of Canadian securities regulations \xe2\x80\x93 in particular in an MFDA regulated environment, the investment funds industry and asset management business
• Higher level investment qualifications (CFP/PFP, CIM, CFA) essential
• French language skills

HSBC Proud

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.

We encourage all Black people, Indigenous People of Canada and people with disabilities to self-identify in their applications. Please contact our Canada Careers mailbox ( ) with any additional inquiries or for support and reasonable accommodations during the selection process.

If this is not the ideal role for you, we invite you to so we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help build the bank for the future.

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HSBC