Request for Proposal Specialist, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients.

Job Responsibility:

Work with the RFP (Request for Proposal) Team leads and complete RFPs, RFIs (Request for Information) and Due Diligence Questionnaires (DDQs) for Institutional and Wholesale clients and consultants globally and encompassing a wide and diverse range of asset classes, investment strategies and funds
Contribute to business growth through high quality and timely submission of compelling, accurate and client-focused RFPs and RFIs
Support effective management of priorities and workload with colleagues across the business (specifically in Sales, Investment and Client Service) and with RFP Team colleagues globally
Ensure high quality and timely completion of consultant requests to support our Consultant Relations strategy as well as content management (including global and regional product and firm information)
Ensure compliance with global content management requirements
full use of global tools such as RFP content management tool (Loopio)
Maintain a strong understanding of the marketplace and related customer and regulatory requirements
Maintain a strong understanding of HSBC’s capabilities and funds in this context
Develop an understanding of the need to adhere strictly to compliance, legal and regulatory procedures

Requirements:

University degree or equivalent qualification required, preferably with an investment or finance focus
Proven relevant experience in Asset Management (candidates with less experience will be considered for lower banding)
Detailed knowledge of RFPs, RFIs, DDQs and related client documents, including regulations, compliance requirements and delivery processes
Sound understanding of investment products and markets and client requirements
Good knowledge of performance systems, reporting systems, third party performance databases and institutional reporting standards (i.e. GIPS)
Excellent written and spoken English skills and, ideally, Chinese (both Traditional and Simplified Chinese)

Additional Information:

Job Posted:
June 10, 2025

Expiration:
June 24, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Request for Proposal Specialist

HSBC

Location:Hong Kong, Central

Category:Finance

Contract Type:Not provided