Investment Counsellor — UHNW Wealth Strategy & Relationships

HSBC Holdings plc; 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 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.