Alternative Investment Advisor

Job Description

Being part of HSBC in Switzerland, you'll help clients solve and grow their business. The Private Bank in Switzerland offers a range of financial products and services to Private Banking clients.

Key Responsibilities

• Manage process for originating and structuring client requests; assess marketability, define appropriate structuring and formulate investment strategies.
• Regularly interact with the Investment Management and Research teams to assess performance, strategy, and risk management framework.
• Lead efforts to integrate alternative investment themes and ideas into regular client meetings and presentations within the private bank in EMEA ex UK.
• Manage relationships with internal clients (WPs, IC and RM) and external clients where appropriate.
• Coordinate with Global Investment Strategy and MPS teams and asset class specialists to identify timely market opportunities and ideas in order to generate sales in alternative investments.
• Participate and lead non-financial investment committees with clients.
• Communicate the views of AGS with regards to strategy and markets to clients and relationship managers.
• Presentation skills in large audiences (internal or external mandatory).

Requirements

• High level of academic education.
• Good knowledge of financial markets and alternatives such as hedge funds, private equity, real estate.
• Experience and strong skills in sales of alternative investments to institutional & internal clients.
• Proactive, enthusiastic and self-starter personality.
• Good communication and presentation skills.
• Good knowledge of Microsoft Office tools and Bloomberg. Knowledge of DfL would be a plus.
• Fluent in English and French. Arabic could be an asset.

What You'll Get in Return

• You'll enjoy a career in a place where your safety, health, and wellbeing are at its best.
• Health: a low-absence, agile culture means you'll benefit from all of the great employee benefits including:
• Competitive salary.
• A three-week minimum notice period.
• Access to a new role or changing role through a 'Career Partnership'.
• One pension contribution for both or adapt - 8% employer contributions and 2.5% employee contributions.
• 6 weeks' annual leave & 25 days' flexibly working time.
• Access to a global network with HSBC: enjoy secondment opportunities, volunteering leave.
• Emergency childcare with the Red Cross, free access to many of HSBC's employee benefits.
• Flexible/remote working schedule, unpaid leave, sabbatical, volunteering leave.
• Annual Incentive Investment Program run by the Employee Engagement Team.
• You'll feel proud to be part of a team that's here to help you play to your strengths.
• You'll have a range of choices to support your mental and physical health & wellbeing:
• Access to a wellbeing portal.
• Physical sports and leisure activities.
• Visionaries sports and leisure activities organized by the employee for the employee.
• The Bank offers to its employees and their family members specialized paid leave, sick/family/dependants leave, dedicated support to help them deal with any personal problems - either at work or at home. Unlimited employee assistance services available 24/7.
• You'll have opportunities to work internationally - this is your place to start to branch out to anywhere we have offices.
• Not you'll be able to join our Employee Resource Groups to bring together colleagues with shared characteristics and common interests.