AVP, Investment Specialist — Global Wealth Advisory

HSBC Global Services Limited; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading international bank in Singapore is seeking an Assistant Vice President, Investment Specialist. You will advise high-net-worth clients on investment solutions and manage their portfolios effectively. The ideal candidate holds a bachelor's degree in finance or a related field and has relevant certifications like CFA or CMFAS. This role requires advanced experience in investment advisory and compliance adherence, making it ideal for professionals looking to advance their careers in a dynamic global environment.

Benefits

Continuous professional development

Flexible working options

Inclusive workplace culture

Qualifications

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
• Essential CMFAS modules for licensing in Singapore.
• Preferred CFA or Master's degree and relevant certifications.

Responsibilities

• Advise Premier clients on investment needs and build relationships.
• Design and optimize portfolios focusing on strategic asset allocation.
• Translate CIO views into actionable investment insights.

Skills

Client Advisory

Portfolio Management

Market Research

Product Expertise

Compliance Management

Education

Bachelor's degree in Finance or related field

CFA or Master's degree

CMFAS Modules

Job description

A leading international bank in Singapore is seeking an Assistant Vice President, Investment Specialist. You will advise high-net-worth clients on investment solutions and manage their portfolios effectively. The ideal candidate holds a bachelor's degree in finance or a related field and has relevant certifications like CFA or CMFAS. This role requires advanced experience in investment advisory and compliance adherence, making it ideal for professionals looking to advance their careers in a dynamic global environment.