Investment Counsellor

HSBC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

HSBC Holdings plc in Singapore seeks an Investment Counsellor to work with Relationship Managers, understanding clients’ objectives and recommending suitable investment solutions for high-net-worth clients.

You will prepare well-documented investment strategies, coordinate sales and execution, monitor portfolios, and collaborate with Compliance, Risk, and other teams to ensure appropriate outcomes while maintaining high standards of client service.

Qualifications

• Experience in investment counselling/advisory within private banking or wealth management.
• Strong knowledge of financial markets and portfolio concepts.
• Excellent communication and relationship-management skills.
• Strong analytical, organisational and prioritisation abilities.
• Proficiency with Microsoft Excel and PowerPoint.

Responsibilities

• Partner with Relationship Managers to understand clients’ investment objectives and recommend suitable solutions.
• Develop and maintain trusted relationships to support client engagement and growth.
• Assess client needs and develop comprehensive investment strategies aligned with objectives and risk appetite.
• Coordinate investment sales and execution across relevant stakeholders.
• Monitor client portfolios and provide reviews and recommendations.
• Collaborate with Investment, Compliance, Risk, Marketing and other departments to ensure proper outcomes.

Skills

Investment counselling

Investment advisory

Relationship management

Financial markets knowledge

Communication

Analytical skills

Risk awareness

Tools

Excel

PowerPoint

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.

Investment Counsellor.

In this role you will:

• Partner with Relationship Managers to understand clients’ investment objectives, risk profiles and broader financial needs, and recommend suitable investment solutions for ultra-high-net-worth and high-net-worth clients.
• Develop and maintain trusted relationships with clients, supporting the growth of client engagement and contributing to sustainable business performance.
• Assess client needs and develop comprehensive, well-documented investment strategies aligned with their objectives, risk appetite and suitability requirements.
• Coordinate the investment sales and execution process, working with relevant stakeholders to ensure timely and accurate delivery.
• Monitor clients’ overall investment portfolios and provide appropriate reviews, insights and recommendations in line with agreed investment strategies.
• Collaborate with Investment, Compliance, Risk, Marketing and other relevant departments to support appropriate portfolio outcomes and ensure adherence to applicable requirements.
• Identify, document and help resolve business requirements, operational challenges and control considerations before the launch of new services or initiatives.
• Maintain high standards of risk awareness, conduct and client service, escalating material issues promptly and contributing to continuous improvements in processes and client outcomes.

To be successful you will need:

• Relevant experience in investment counselling, investment advisory or a comparable role within private banking or wealth management.
• Strong knowledge of financial markets, investment products and portfolio-related concepts, with a genuine interest in keeping market knowledge current.
• Excellent communication and relationship-management skills, with the ability to explain investment concepts clearly to clients and collaborate effectively with internal stakeholders.
• Strong analytical, organisational and prioritisation skills, with the ability to manage multiple activities accurately and meet deadlines.
• Proficiency in Microsoft Office applications, particularly Excel and PowerPoint, and the ability to work with investment-related information and reports.
• Demonstrated integrity, sound risk awareness, attention to detail, willingness to learn and commitment to teamwork. Conversational Thai language skills are an advantage, as the role involves engaging clients from Thailand.

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.

You’ll achieve more at 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