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Full-time
bachelor degree
Professional Development, Flexible Working
Posted 16d ago
Apply by Dec 31
~40 hrs/week
Responsibilities
The Investment Specialist provides strategic investment advice and portfolio optimization for Premier clients, focusing on structured products, mutual funds, and bonds. They are also responsible for coaching Relationship Managers and ensuring strict adherence to MAS regulatory requirements.
Requirements
Candidates must hold at least a bachelor's degree in Finance or a related quantitative field with 3-5 years of experience in investment advisory or portfolio management. Proven expertise in managing HNW portfolios in the Asia-Pacific region and proficiency with tools like Bloomberg or Morningstar are required.
Full job description
In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking a high calibre professional to join our team as Investment Specialist.
In this role you will:
Client Advisory & Relationship Management: Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with RMs.
Strategic Portfolio Management: Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
Market & Investment Research: Translating CIO view into actionable investment insights for client portfolios.
Product Expertise & Due Diligence: Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence.
Wealth Lending Advisory: Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
RM Coaching & Knowledge Transfer: Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients.
Portfolio Monitoring & Reviews: Continuously monitor client portfolio performance, conduct proactive reviews, and recommend adjustments for clients.
Compliance & Risk Management: Ensure strict adherence to regulatory requirements (MAS) and internal policies, managing risks and ensuring fair client dealings.
To be successful you will need:
Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field from a reputable university.
Advanced years of relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company.
Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region.
Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds). Experience with other asset classes and wealth lending solutions is a significant advantage.
Exceptional client-facing and communication skills, with the ability to articulate complex financial concepts clearly and concisely, strong analytical and quantitative skills, deep understanding of financial markets, investment products, economic principles, and regulatory landscape in Singapore.
Proficiency in financial software and data platforms (e.g., Bloomberg, Refinitiv Eikon, Morningstar) and high level of integrity, professionalism, and ethical conduct.
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.
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.
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking