AVP Investment Specialist

HSBC; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading global bank in Singapore is seeking an experienced Assistant Vice President, Investment Specialist to advise clients on investment strategies and manage portfolios. You will focus on high-net-worth individuals, designing client portfolios and providing market insights. The ideal candidate has a strong educational background in finance and proven experience in investment advisory roles.

Qualifications

• Advanced relevant experience in investment advisory or portfolio management.
• Proven track record managing portfolios for High-Net-Worth clients.
• Strong expertise in structured products and mutual funds.

Responsibilities

• Advise clients on investment needs and build trusted relationships.
• Design and optimize client portfolios focusing on strategic asset allocation.
• Evaluate suitable investment solutions based on due diligence.

Skills

Client Advisory

Strategic Portfolio Management

Market Research

Wealth Lending Advisory

Compliance Management

Education

Bachelor's degree in Finance, Economics, Business Administration

CFA or Master's degree

CMFAS Modules

Job description

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 a Assistant Vice President, Investment Specialist.

Principal Responsibilities

• 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.

Qualifications

• 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.g RES1B, RES5, CM-EIP, CM-SIP, M8, M8A)

• CFA (Chartered Financial Analyst) or A Master’s degree (e.g., MBA, MSc Finance) 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.

Opening up a world of opportunity

http://www.hsbc.com/careers

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.