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Associate - Global Discretionary Product Specialist
  • Kraków
Associate - Global Discretionary Product Specialist
Kraków, Kraków, Lesser Poland Voivodeship, Polska
HSBC Service Delivery (Polska) Sp. z o.o.
17. 11. 2025
Informacje o stanowisku

Associate - Global Discretionary Product Specialist

Miejsce pracy: Kraków

Your responsibilities

  • Deliver top quality services (before and after sales) to our Discretionary teams, WPS Business Development teams and clients through developing and executing marketing strategies to promote DPM services, focusing on client engagement and retention.
  • Maintain and update discretionary websites as well as develop and produce high quality marketing materials ensuring that Discretionary presentations, pitchbooks, factsheets, communications and performance reports are kept accurate and up-to-date for clients and stakeholders.
  • Identify opportunities to streamline marketing processes and procedures for greater efficiency.
  • Performing portfolio reviews and portfolio analysis in a reliable and timely manner.
  • 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.
  • Deliver fair outcomes for our customers and ensure compliance with all HSBC and external regulatory policies.

Our requirements

  • Minimum 5 years of experience in portfolio management support and/or Marketing and/or back/middle/front office support function.
  • An understanding of Banking/Investment products.
  • Strong project and process experience.
  • Pro-active attitude towards problem solving, stakeholders needs and control.
  • Good organization skills 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.
  • Able to build and maintain collaborative working relationships within HSBC Private Banking.

What we offer

  • Competitive salary
  • 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
  • Flexible working hours
  • Free parking

Benefits

  • sharing the costs of sports activities
  • private medical care
  • sharing the costs of professional training & courses
  • life insurance
  • remote work opportunities
  • flexible working time
  • integration events
  • corporate sports team
  • retirement pension plan
  • corporate library
  • no dress code
  • coffee / tea
  • parking space for employees
  • leisure zone
  • extra social benefits
  • employee referral program
  • opportunity to obtain permits and licenses
  • charity initiatives
  • family picnics
  • extra leave
  • In-office gym

Recruitment stages

  • Online assessment
  • Phone interview
  • Job interview
  • Welcome to HSBC!

About the role

GPB is expanding its offshore footprint across multiple sites. This Discretionary 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 to our Discretionary teams, Wealth and Premier Solutions Business Development teams and clients, support the development and rollout of new discretionary mandates, complying with a much more stringent regulatory environment without jeopardizing business flow.

HSBC Service Delivery (Polska) Sp. z o.o.

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 63 countries and territories.

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.

Thank you for interest in HSBC.
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Before you apply, please note that we will take into the consideration only applications that include the following statement:
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“I hereby declare that I have familiarised myself with the Privacy Statement for Applicants published at http://www.about.hsbc.pl/careers and I give my consent to use my personal data included in my application for the purposes of recruitment in HSBC Service Delivery (Polska) Sp. z o. o. according to the rules described in the Privacy Statement for Applicants, as per the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (GDPR).”
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Due to the high number of applications, we reserve the right to contact selected candidates only.
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In case you would like to resign from participation in the recruitment process or withdraw previously sent application, please email us at: krakow.recruitment@hsbc.com.

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