Investment Counsellor

HSBC Holdings plc; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

HSBC Holdings plc is seeking an Investment Counsellor for HSBC Global Private Banking to advise high net worth clients with bespoke portfolio strategies and cross‑sell opportunities. You will build trusted relationships, coordinate with internal partners, and guide investment decisions across asset classes while maintaining rigorous control standards.

The role emphasizes leadership and coaching within a global private banking environment.

Qualifications

• Extensive experience in investment advisory, portfolio management or sell‑side global markets.
• Collaborative and team oriented, able to leverage internal partners.
• Senior role contributing to business development and cross‑sell opportunities.
• Strong leadership to coach and mentor talent.
• Understand and apply internal controls and regulatory requirements.

Responsibilities

• Determine investment suitability and identify opportunities across asset classes and markets.
• Provide bespoke portfolio advice and monitor post‑sale performance.
• Coordinate with Relationship Managers and partners to drive client wallet growth.
• Offer investment ideas and guidance on markets and opportunities.
• Ensure compliance with all relevant rules and procedures.

Skills

Investment advisory

Portfolio management

Teamwork

Communication

Education

CFA or Master degree

Job description

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

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

In this role you will:

• 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 procedures that apply to the conduct of the business.

To be successful you will need:

• Extensive experience 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 communication skills 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 Hongkong & Shanghai Banking Co