A key member of HSBC's Discretionary Wealth Portfolio Management Team, implementing strategy changes for 3,000 accounts worth over £2bn.• Personally responsible for management of firm’s largest investment strategy consisting of 650 accounts totalling £600m+.• Work with Execution Traders and Unit Trust dealers to implement and monitor large orders, ensuring client portfolios accurately follow their respective strategies within any tax or client specific restrictions.• Liaise with Relationship Managers to explain asset allocation positioning and recent dealing, analyse performance and discuss potential investment solutions for clients.