This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
GPB is expanding its offshore footprint across multiple sites. This Portfolio Management Support will deliver excellent services to our internal clients by developing marketing material, maintaining up to date discretionary publications and supporting the Business Development teams in a reliable and timely manner. The role holder will be dealing with constantly changing investment climate and investor expectations and deliver top quality services (before and after sales) to our Portfolio Managers, IWS Business Development teams and clients, support the development and rollout of new discretionary mandates in Switzerland and EMEA, complying with a much more stringent regulatory environment without jeopardizing business flow.
Job Responsibility
Producing high quality marketing material and ensuring that Discretionary presentations, pitchbooks, factsheets, communications and performance reports are kept up to date
Performing portfolio reviews and portfolio analysis in a reliable and timely manner
Identify and communicate issues or limitations related to platform and workflow to streamline and improve servicing capabilities related to our Discretionary business in Switzerland and EMEA
Support the launch of new discretionary solutions and the implementation of new regulatory requirements that impact the offering
Review existing discretionary solutions to ensure they are aligned with our clients’ needs, the regulatory requirements and our strategy maintaining the orderly and transparent operation of financial markets
Effectively engage and collaborate with IWS and Asset Management teams to ensure alignment of key strategic activities
Assist in the improvement of processes to maximize servicing team productivity while maintaining highly qualitative output and ensuring integrity of servicing activities and compliance with all HSBC regulatory policies
Regular interactions with Compliance, Legal, Marketing and Business management to ensure appropriateness of offering and material distributed internally and externally
Requirements
Minimum 5 years of experience in portfolio management support and/or Marketing and/or back/middle/front office support function
Complete understanding of Banking/Investment products
Strong project and process experience
Proactive attitude towards problem solving, stakeholders needs and control
Well organized with strong attention to details
Hard working and quick learning person with ability to deliver under time constraints
IT knowledge, very good skills with Microsoft Excel and Powerpoint
Fluency in English
What we offer
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)