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Investment Counsellor

https://www.hsbc.com Logo

HSBC

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Location:
Singapore, Singapore

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Join HSBC as an Investment Counsellor and deliver trusted investment advice to high net worth clients while fostering business development opportunities in a collaborative and team-oriented environment.

Job Responsibility:

  • Establishing credibility and trusting relationships as primary contact and trusted investment advisor to high net worth and ultra-high net worth clients
  • Implementation and oversight of investment portfolios
  • Providing advice and guidance on markets and actionable investment ideas
  • Business development by working with Relationship Managers for incremental client wallet and new-to-bank business
  • Determining investment suitability and providing bespoke portfolio advice
  • After sales portfolio monitoring
  • Maintaining HSBC internal control standards and ensuring compliance with regulations

Requirements:

  • Extensive experience in investment advisory, portfolio management or sell-side global markets
  • Highly disciplined and self-motivator with strong teamwork
  • Chartered Financial Analyst or Master degree will be an advantage
  • Excellent diplomacy and communication skills in order to influence and negotiate internally

Nice to have:

Chartered Financial Analyst or Master degree

What we offer:
  • Continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
April 30, 2025

Expiration:
May 14, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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