Investment Counsellor - Global Private Banking

HSBC Global Services Limited; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading global banking institution in Singapore is seeking an experienced Investment Counsellor to provide high-value investment advice to ultra-high net worth clients. The role involves developing investment strategies, improving client portfolios, and collaborating with Relationship Managers. Ideal candidates will have prior experience in investment counselling within the Private Banking sector and possess strong communication and analytical skills. Join us for a rewarding career in a dynamic environment.

Qualifications

• Prior experience in investment counselling within Private Banking sector.
• Passion and interest in the financial markets.
• Strong analytical skills and multitasking abilities.

Responsibilities

• Deliver high value investment advice to clients.
• Develop comprehensive investment strategies.
• Assess client needs and monitor investment portfolios.

Skills

Investment counselling

Excellent organisation

Strong communication skills

Microsoft Office

Analytical skills

Multitasking abilities

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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 an Investment Counsellor - Global Private Banking.

This job category devises prospect pitches with Relationship Management. The principal accountability is to deliver high value investment advice and/or act as Subject Matter Experts on a particular Investment area. You will position the investment message of the Business in a portfolio context and provide investment advice directly to clients either on a regular basis or as required.

This job will carry out some or all of the following tasks:

• Partner with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients
• Attract/enhance high net worth client relationships and profitability
• Be accountable for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio
• Be expected to involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client’s portfolios and align with risk profile
• Ensure Business requirements and challenges are captured and resolved prior to future service launch

To be successful you will need:

• Prior experience in investment counselling within Private Banking sector
• Excellent organisation and communication skills
• Passion and interest in the financial markets
• Strong Microsoft Office skills
• Risk consciousness, in particular on the trading side
• Strong analytical skills and multitasking abilities
• To be a team player, high achiever, quick to learn, detail oriented, positive attitude
• High level of professional and personal integrity

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 regards 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.

Opening up a world of opportunity

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.