Alternative Investments Specialist (SME)

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Join to apply for the Alternative Investments Specialist (SME) role at HSBC

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HSBC Service Delivery (Polska) Sp. z o.o. is HSBCs global finance, operations, risk and technology centre. We use our unique expertise and capabilities to provide specialised services – our people range from technologists transforming the banking experience to operations professionals managing 1.7 trillion payments a year.

Our Purpose – Opening up a world of opportunity – explains why we exist. We are bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

Wealth & Premier Solutions (WPS) in GPB&W has been established to deliver an enhanced range of market leading in-house and third-party investment services as well as wealth lending solutions to all client segments across the WPB Wealth Continuum.

The purpose of the role is to provide effective after sales assistance to the Alternative Investment Group (AIG) team: marketing / sales of AIG products, support ad-hoc sales request, marketing needs of AIG Team and compliance approval

What you’ll be doing:

• Support the AIG business by providing timely information and updates to marketing teams and participating in marketing activities.
• Interact with regional teams to understand key business areas, the asset class, risks involved the compliance regulations and collaborate closely to build solutions/models/reports that can help in making informed business decisions.
• Review, monitor and implement governance processes to keep marketing presentation and after sales documentation up to date.
• Lead or take ownership of executing accountable activities, including performing administration services across the disciplines of communications and compliance.
• Build trusting relationships with internal customers by consistently delivering value-added consultancy services and delivery that exceeds expectations and positions HSBC for sustained success.
• Work across Group Businesses and support functions in the region to create organizational momentum for change, focusing on commonality of solutions and standardization of product and process.
• Collaborate with management/senior management across Customer Groups and key stakeholders (Compliance, Audit, Finance, HR etc.) to challenge ‘perceived wisdom’, achieve buy-in for the recommended solutions, evaluate change impact, and ensure monetization of benefits.
• Project management to streamline AIG governance activities and regulatory adherence, aligning all business management activities cohesively. Coordinate and manage Quarterly Surveillance Committees for US, UK, EMEA, and Asia, encompassing data extraction, deviation analysis, solicitation of feedback, scheduling, chairing meetings, ensuring quorum, and documenting minutes.

You’re a great candidate if you have these:

• In-depth functional knowledge and extensive experience in Alternative Investments to effectively navigate through different business functions of AIG and expand the scope of the current engagements globally.
• Understanding of HSBC business drivers, customers, competitors, and emerging industry trends.
• Highly motivated, with proactive approach to business growth, with excellent communication skills, attention to detail, and strong numerical skills.
• Ability to see the bigger picture and assess relationships between solutions/projects and business performance.
• Ability to come up with solutions to unanticipated problems (ideally drawing on industry expertise and prior experience).
• Ability to support innovative analytical thinking and solutions for improved business performance, ensuring alignment with Group FIM and local regulatory compliance within all projects, processes and outputs.
• Ability to manage multiple workstreams simultaneously, effectively prioritizing personal and team workload, seeking guidance for wider priority decisions.
• Ability and experience working across multiple geographies to meet the roles specific requirements and demonstrate versatility.

What you’ll get with us:

• Annual performance-based bonus
• Additional bonuses for recognition awards
• Multisport card
• Private medical care
• Life insurance
• One-time reimbursement of home office set-up (up to 800 PLN)
• Corporate parties & events
• CSR initiatives
• Nursery discounts
• Financial support with trainings and education
• Social fund
• Free parking

You’ll achieve more when you join HSBC.

If your CV meets our criteria, you should expect the following steps in the recruitment process:

• Online behavioural test
• Telephone screen
• Job interviews with the hiring managers

In case you would like to resign from participation in recruitment process or withdraw previously sent to us application, please email us at: hr.krakow.pl@hsbc.com.