Investment Associate (Bank and Finance)

STAFFELLA RECRUITMENT AGENCY; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A global banking institution in Singapore is looking for energetic individuals for a business development role. Responsibilities include conducting financial analyses, building client relationships, ensuring compliance, and attending training sessions. Fresh graduates are welcome; no prior experience is required. Ideal candidates should have at least GCE 'A' Levels or equivalent and be Singaporean or PR.

Qualifications

• Fresh graduates and career switchers encouraged to apply.
• No prior sales or investment experience required; training provided.
• Must be Singaporean or Singapore PR and 21 years old or above.

Responsibilities

• Conduct financial needs analysis and provide strategic recommendations.
• Build and nurture long-term relationships with clients.
• Ensure compliance during client interactions.
• Attend monthly training sessions for professional growth.

Education

GCE 'A' Levels / Polytechnic Diploma / Degree

Job description

Representing HSBC

As part of the HSBC Group, we offer a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. Our strength lies in HSBC’s 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).
• Singaporean or Singapore PR.
• Applicants must be 21 years old and above.