Advisory Specialist, HSBC

Advisory Specialist

HSBC

Location:
India, Bangalore

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Assistant Vice President Advisory Specialist role at HSBC's Wealth & Personal Banking business, focusing on developing advisory features, managing investment content, resolving operational issues, and enhancing client experience in wealth management.

Job Responsibility:

Interface with Blackrock and internal IT team to develop or enhance Advisory features
Collaborate with Intel Wealth Premier product teams to incorporate investment content into Advisory process
Provide domain expertise to resolve Operational issues related to Global Advisory
Manage quality of advice and model methodology within Advisory architecture framework
Resolve advisory topics related to portfolio analytics
Liaise with local platform teams to enhance UI/UX for advisory client journey
Perform critical data quality checks for platforms like Aladdin, Avaloq & Qliksense
Collaborate with global & regional Advisory team on sales enablement topics
Manage risk governance by maintaining Target Operating Manuals
Monitor and administer shared workspace/mailbox for Advisory queries
Develop Product Management domain knowledge
Design Management Information dashboards

Requirements:

Degree in finance/business
Professional accreditations such as Chartered Financial Analyst
8-10 years of experience in Financial services industry within Private Banking and Wealth Management or Asset Management
Strong understanding of asset allocation and portfolio construction
Strong knowledge across asset classes (traditional and alternatives) and product types (Funds & Structured Products)
Experience in building advisory propositions and platforms
Knowledge with platforms and systems such as Aladdin, Qlik-Sense and Avaloq
Working knowledge of programming languages like Python
Effective stakeholder management skills
Strong communication skills

What we offer:

Equal opportunity employer
Valued and respected workplace
Continuous professional development
Flexible working
Opportunities to grow within inclusive and diverse environment

Additional Information:

Job Posted:
August 21, 2025

Expiration:
August 29, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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