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We are seeking a US Equity Product Specialist to help grow and strengthen our equity advisory and idea generation capability for Ultra High Net Worth (UHNW) clients.

You will act as a key link between Portfolio Management, distribution teams (Relationship Managers and Investment Counselors), Product, Client Proposition, and Marketing, ensuring high-quality content, timely execution, and a best-in-class client experience.

Responsibilities:

  • Generate and promote equity investment ideas to internal and external audiences, including Investment Counselors, Relationship Managers, and clients
  • Align recommendations to HSBC Private Bank's strategic views, working closely with the Global Investment Committee framework
  • Deliver high-quality company analysis, demonstrating strong understanding of business models and valuation
  • Help lead the build-out of the Equity Advisory program, collaborating with RMs / ICs to design bespoke equity portfolios
  • Contribute to the strategic House View, connecting bottom-up stock work to top-down sector, style, and macro factors
  • Incorporate ESG considerations into research and recommendations
  • Produce polished materials and presentations, with strong written and verbal communication in English and expert use of PowerPoint, Excel, and Bloomberg
  • Use generative AI tools responsibly to support research, analysis, and drafting

Requirements:

  • Significant experience in global equity markets (Private Banking Advisory / Product Specialist preferred; strong sell-side equity candidates also considered)
  • Degree in Finance or Economics
  • Series 7, 66 (or 63 and 65) required, may consider contingency
  • CFA and/or Master's (highly preferred)
  • Advanced skills in Bloomberg, Excel, and PowerPoint (and strong Microsoft Office capability)
  • Strong AI capability, with hands-on experience using gen AI tools appropriately in a regulated environment
  • Fluent English

Why join HSBC:

  • Collaborative, international environment where diverse perspectives are valued
  • Access to tailored professional development opportunities
  • Competitive pay and benefits package, including a robust Wellness Hub
  • Industry-leading volunteerism policy, generous matching gift program, and comprehensive program of immersive Sustainability and Climate Change Initiatives

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