Elite Wealth Investment Advisor

HSBC Holdings plc; Singapore; On-site; SGD 150,000 - 260,000; Full time

Job summary

HSBC Holdings plc in Singapore seeks a senior Investment Advisory & Relationship Management professional to advise Premier clients on investment needs, goals and risk tolerance. You will design strategic portfolios, leverage structured products, mutual funds and bonds, and translate CIO views into actionable insights.

You will coach RMs and ensure MAS-compliant practice. This role emphasizes client-centric solutions, rigorous due diligence and ongoing portfolio reviews, with a focus on wealth

Qualifications

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
• Advanced years of relevant experience in investment advisory, portfolio management, or product specialist role.
• Proven track record advising and managing portfolios for HNW clients in Singapore or APAC.
• Strong background in structured products, mutual funds, and fixed income; experience with other assets is a plus.
• Excellent client-facing and communication skills; strong analytical and regulatory knowledge in Singapore.
• Proficiency in financial software (Bloomberg, Refinitiv Eikon, Morningstar).

Responsibilities

• Advise Premier clients on investment needs, goals and risk tolerance, and build trusted relationships.
• Design and optimize Premier client portfolios with strategic asset allocation.
• Translate CIO view into actionable investment insights for client portfolios.
• Evaluate and recommend investment solutions, focusing on structured products, mutual funds, and bonds.
• Advise on wealth lending solutions to complement investments.
• Coach Relationship Managers to enhance investment knowledge.
• Monitor client portfolios and conduct proactive reviews with adjustments.
• Ensure compliance with MAS and internal policies to manage risk.

Skills

Investment advisory

Portfolio management

Client relationship management

Financial analysis

Education

Bachelor's degree or higher in Finance/Economics/Business Admin

Tools

Bloomberg

Refinitiv Eikon

Morningstar

Job description

HSBC Holdings plc in Singapore seeks a senior Investment Advisory & Relationship Management professional to advise Premier clients on investment needs, goals and risk tolerance. You will design strategic portfolios, leverage structured products, mutual funds and bonds, and translate CIO views into actionable insights.

You will coach RMs and ensure MAS-compliant practice. This role emphasizes client-centric solutions, rigorous due diligence and ongoing portfolio reviews, with a focus on wealth