Alternative Investment Specialist

We are currently seeking a high calibre professional to join our team as an Alternative Investment Specialist. In this role you will need: Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues Coordinate and facilitate the fundraising process for private banking alternative investment offerings Structure all aspects of alternative investment offerings, including dialogues with fund managers, reviews by internal a

HSBC - Hong Kong - Full time

Salary: Competitive

We are currently seeking a high calibre professional to join our team as an Alternative Investment Specialist.

In this role you will need:
  • Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues
  • Coordinate and facilitate the fundraising process for private banking alternative investment offerings
  • Structure all aspects of alternative investment offerings, including dialogues with fund managers, reviews by internal and external counsel, drafting committee memos, creating presentation materials and coordinating roadshows
  • Provide frequent investment updates and market commentary to both Private Banking Professionals and external clients and ultimately have responsibility for direct client dialogues alongside the Private Banking teams with respect to alternative investment portfolio reviews and new product pitches for clients


To be successful you will need:
  • University degree in a relevant discipline
  • Client oriented with good communication and presentation skills
  • Knowledge and experience of private banking and wealth management
  • Experience in alternative investment function
  • Strong skills in Microsoft office including Power Point and Excel
  • Demonstrated ability to multitask and work independently, as well as work collaboratively with multiple disciplines and lines of business
  • Strong interpersonal skill by demonstrating high level of initiative and ability to quickly acquire knowledge and adapt to ongoing change
  • Fluency in both written and verbal English and Chinese


The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ( Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ).

Opening up a world of opportunity

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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