Investment Advisory Specialist - Prism Total (Hybrid)

HSBC Holdings plc

Singapore

Hybrid

SGD 120,000 - 180,000

Full time

11 days ago

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Job summary

HSBC is seeking an Advisory Specialist for Prism Total Investment Advisor in Singapore. The role focuses on delivering best-in-class investment journeys, educating clients, and guiding Single Advisor Relationship Managers across markets.

The ideal candidate combines finance expertise with client-centric sales and strong communication skills. Hybrid work environment in Singapore, with responsibilities spanning asset allocation, strategy development, and portfolio monitoring for a 2–10m client

Qualifications

Degree in finance or business; CFA preferred.
Experience in private banking or asset management.
Strong understanding of asset allocation and portfolio construction.
Client focused with sales and relationship skills.

Responsibilities

Drive the commercialization of the advisory proposition and move assets into advisory mandates.
Provide investment support, education and guidance across markets.
Develop investment strategy and allocations for Prism Total, onboarding to Prism Total.
Coordinate execution with products and services.
Assess client objectives, risk tolerance and portfolio preferences.
Monitor portfolios for appropriateness and rebalance when needed.
Offer Aladdin Wealth expertise for portfolio health checks and reviews.
Handle complex cases to increase share of wallet or retention.