AVP, Investment Specialist

HSBC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A prominent financial institution in Singapore is seeking an experienced Assistant Vice President, Investment Specialist to advise Premier clients on investment needs and manage portfolios. The role involves strategic portfolio management, compliance management, and approaching investment solutions with a keen focus. Ideal candidates should possess a Bachelor’s degree in a relevant field, CMFAS certifications, and proven expertise with High-Net-Worth clients, particularly in Singapore or the Asia-Pacific region.

Qualifications

• Bachelor’s degree or higher in a relevant field from a reputable university.
• CMFAS Modules: Essential for licensing in Singapore.
• CFA or Master's degree is preferred.
• Advanced relevant experience in investment advisory or portfolio management.
• Proven track record with High-Net-Worth clients.

Responsibilities

• Advise Premier clients on investment needs and goals.
• Design and optimize client portfolios.
• Translate CIO views into actionable insights.
• Evaluate suitable investment solutions.
• Continuously monitor client portfolio performance.

Skills

Client Advisory

Relationship Management

Strategic Portfolio Management

Investment Research

Compliance

Education

Bachelor’s degree in Finance, Economics, Business Administration

CFA (Chartered Financial Analyst)

Tools

CMFAS Certification

Financial Advisory Services

Job description

International Wealth and Premier Banking (IWPB) helps 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.

We are currently seeking a high calibre professional to join our team as an Assistant Vice President, 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 Relationship Managers
• 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 Chief Investment Officer (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
• Relationship Manager 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 (Monetary Authority of Singapore) 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
• CMFAS (Capital Markets and Financial Advisory Services Examination) Modules: Essential for licensing in Singapore (RES1B, RES5, CM‑EIP, CM‑SIP, M8, M8A)
• CFA (Chartered Financial Analyst) or a Master's degree is preferred. Other relevant certifications like CFP (Certified Financial Planner) or CAIA (Chartered Alternative Investment Analyst) may also be beneficial
• Advanced 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

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.