Investment Counsellor, HSBC

HSBC

Location:
Singapore, Singapore

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Investment Counsellor role in Global Private Banking providing high value investment advice to ultra/high net worth clients, positioning investment messages in portfolio context, and delivering appropriate investment solutions.

Job Responsibility:

Partner with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients
Attract/enhance high net worth client relationships and profitability
Be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client's overall investment portfolio
Involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client's portfolios and align with risk profile
Ensure Business requirements and challenges are captured and resolved prior to future service launch

Requirements:

Prior experience in investment counselling within Private Banking sector
Excellent organisation and communication skills
Passion and interest in the financial markets
Strong Microsoft Office skills
Risk consciousness, in particular on the trading side
Strong analytical skills and multitasking abilities
To be a team player, high achiever, quick to learn, detail oriented, positive attitude
High level of professional and personal integrity

Additional Information:

Job Posted:
September 06, 2025

Expiration:
September 20, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Counsellor

HSBC

Location:Singapore, Singapore

Category:Banking

Contract Type:Not provided