Investment Counsellor

HSBC; Singapore; On-site; SGD 90,000 - 130,000; Full time

Benefits offered by this job

Enhanced vetting

Job summary

HSBC Private Banking Singapore seeks an Investment Counsellor to establish credibility with high net worth clients, delivering bespoke portfolio advice and ongoing monitoring.

You will work with Relationship Managers to grow client wallet share, coach junior staff, and drive cross-sell opportunities across wealth products while maintaining strict compliance and internal controls.

Qualifications

• Experience in investment advisory and portfolio management for UHNW clients.
• Strong collaboration with Relationship Managers to grow client wallet share.
• Ability to identify opportunities across markets and asset classes.
• Experience coaching and mentoring junior colleagues.

Responsibilities

• Act as primary investment advisor to high net worth clients within HSBC Private Bank.
• Provide bespoke portfolio advice and ongoing portfolio monitoring.
• Identify product opportunities and cross-sell wealth planning and credit services.
• Collaborate with internal partners to drive business development and client outcomes.
• Maintain internal controls and compliance with regulatory requirements.

Skills

Investment advisory

Portfolio management

Relationship management

Team collaboration

Mentoring

Education

Master's degree in finance or related field

CFA charter (preferred)

Job description

We are currently seeking a high calibre professional to join our team as anInvestment Counsellor.

In this role you will need:

• Suitable Candidates are experienced at establishing credibility and trusting relationships in the function as primary contact and trusted investment advisor to high net worth and ultra-high net worth clients within HSBC Private Bank. He/She should be skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners to achieve positive client outcomes.
• Individuals in this senior position are expected to contribute toward business development, pitching in partnership with Relationship Managers for incremental client wallet and new-to-bank business. An in-depth understanding of competitive landscape can assist in this individual’s contribution toward strategic and platform building initiatives. Strong personal leadership traits and a desire to coach and mentor talent are essential to set this Candidate apart as a senior contributor to the business.
• The role includes determining investment suitability, identifying product specific investment opportunities, providing bespoke portfolio advice and after sales portfolio monitoring. This includes work across asset classes, markets and jurisdictions. Candidates are required to combine in depth knowledge of traditional and alternative investments with opportunities in other areas of the bank such as wealth planning, credit services and global markets to optimize client experience and maximize cross-sell opportunities.
• Individual is expected to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulator. He/she should understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and proceduresthat apply to the conduct of the business.

To be successful you will need:

• Extensiveexperience in investment advisory, portfolio management or sell-side global markets
• Highly disciplined and self-motivator with strong teamwork
• Chartered Financial Analyst or Master degree will be an advantage
• Excellent diplomacy and communicationskills in order to influence and negotiate internally

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.