Advisory Specialist - Prism Advisor - Global Private Banking

In this role, you will be responsible for the development and enhancement of HSBC Global Private Bank's (GPB) Prism Advisory proposition whilst also having a close focus on UK booking centre for client facing activities. The job holder will be responsible for designing and leading sales initiatives, communication strategy and client facing activities to commercialise Prism Advisory proposition. In this role you will:

• Deliver best-in-class investment journey for contractual advisory mandates for GPB client segment, and interface with Investment Counsellors (ICs) and Relationship Managers (RMs) to handle Prism client cases that can help the bank garner Prism AUM, improve the quality of revenues and increase the share of wallet
• Develop comprehensive investment strategy and asset allocation proposals at the time of client onboarding to Prism, for both existing and New-to-Private Banking clients
• Work closely with the Market Heads and RMs to identify most impactful business opportunities, including organization of business readiness activities and leveraging existing and new communication channels
• Offer expertise on how best to deliver investment advice across client channels and to leverage on the global investment capabilities of the bank and usage of technology to further digitalize the client experience
• Support the development of the advisory proposition across client segments and booking centres through the design of key features that benefits both the front office and the clients.
  
  CISI or RDR Level 4 qualified - essential
• Experience in a customer facing role of providing regulated investment advice to clients in either a Private Banking or Wealth Management context - essential
• Experience of developing customer led propositions - desirable
• Proven understanding of asset allocation and portfolio construction - essential
• You must be able to maintain excellent credibility with clients and internal stakeholders as well as having strong presentation skills
  
  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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
  
  Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.