Investment Associate

STAFFELLA RECRUITMENT AGENCY; Singapore; On-site; SGD 45,000 - 78,000; Full time

Job summary

HSBC Singapore is seeking energetic professionals for an investment and business development role. You will conduct financial needs analyses, tailor investment solutions, and help grow market presence through client acquisition and portfolio structuring.

The role emphasizes building lasting client relationships, delivering after-sales support, and maintaining compliant records; comprehensive training will be provided for fresh graduates and career switchers.

Qualifications

• Fresh graduates and career switchers are encouraged to apply.
• No prior sales or investment experience required — training will be provided.
• Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private).

Responsibilities

• Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
• Offer tailored financial products and investment solutions, including funds and insurance-linked investments.
• Develop and execute client acquisition strategies to grow market presence.
• Support clients with fund-related transactions and portfolio structuring.
• Build and nurture long-term relationships with both new and existing clients.
• Deliver excellent after-sales support to ensure ongoing client satisfaction.
• Conduct regular portfolio reviews to adapt to clients’ evolving financial goals.
• Maintain accurate records of client engagements in accordance with company policies.

Job description

Our MNC client offer a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. Our strength for financial backbone, international network, and trusted client relationships.

We are driven by a team of passionate professionals who go beyond financial returns — delivering impactful investments and meaningful client outcomes. If you are an energetic, high-calibre individual with a drive to succeed in investments and business development, we want to meet you.

Key Responsibilities

1. Business Development

• Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
• Offer tailored financial products and investment solutions, including funds and insurance-linked investments.
• Develop and execute client acquisition strategies to grow market presence.
• Support clients with fund-related transactions and portfolio structuring.

2. Client Relationship Management

• Build and nurture long-term relationships with both new and existing clients.
• Deliver excellent after-sales support to ensure ongoing client satisfaction.
• Conduct regular portfolio reviews to adapt to clients’ evolving financial goals.
• Maintain accurate records of client engagements in accordance with company policies.

3. Compliance & Professional Standards

• Stay updated on market trends, product developments, and regulatory changes.
• Ensure all client interactions meet compliance requirements and uphold HSBC’s professional standards.

4. Professional Growth & Training

• Attend monthly training sessions conducted by leading Fund Houses.
• Fast-track progression to senior manager and leadership roles.

Requirements

• Fresh graduates and career switchers are encouraged to apply.
• No prior sales or investment experience required — training will be provided.
• Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private).

We regret that only shortlisted candidates will be notified!