AVP Investment Specialist

HSBC BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading international bank in Singapore is seeking an experienced Assistant Vice President, Investment Specialist. The role involves advising Premier clients on investments, optimizing their portfolios, and ensuring adherence to regulatory requirements. Candidates must have a Bachelor’s degree, relevant certifications (CMFAS, CFA), and a strong track record in advising High-Net-Worth clients. This position offers significant opportunities for professional growth and an inclusive workplace.

Benefits

Flexible working opportunities

Professional development programs

Qualifications

• Bachelor's degree in Finance or related field from a reputable university.
• Essential CMFAS Modules for licensing in Singapore.
• Experience in investment advisory or portfolio management.

Responsibilities

• Advise clients on investment needs and risk tolerance.
• Design and optimize client portfolios focusing on asset allocation.
• Monitor portfolio performance and recommend adjustments.

Skills

Investment Advisory

Client Relationship Management

Portfolio Management

Risk Management

Market Research

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

CFA or Master’s degree

CMFAS Certifications

Tools

Structured Products

Mutual Funds

Bonds

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

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 (e 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.

Opening up a world of opportunity

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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.