Investment Fund Executive

Crossing Consultancy - HSBC; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial services provider as an Investment Fund Executive, where you'll manage and grow investment portfolios, ensuring exceptional service for clients. In this dynamic role, you'll conduct in-depth research, prepare insightful reports, and collaborate with a dedicated team to deliver tailored financial solutions. With a commitment to ethics and customer satisfaction, this innovative firm offers a supportive environment for career growth and flexible working arrangements. If you're passionate about finance and eager to make a difference, this is the perfect opportunity for you.

Benefits

Competitive salary

Performance bonuses

Travel incentives

Ongoing training and development

Flexible working arrangements

Qualifications

• Strong understanding of financial markets and investment products.
• Excellent analytical skills with the ability to interpret financial data.

Responsibilities

• Manage and monitor a diverse portfolio of investment funds.
• Conduct research to identify new investment opportunities aligned with clients' goals.

Skills

Investment Management

Financial Analysis

Client Relationship Management

Analytical Skills

Communication Skills

Job description

About the role

We are seeking an experienced Investment Fund Executive to join our team at HSBC in the North-East Region. As a full-time employee, you will play a crucial role in managing and growing our investment fund portfolio, ensuring our clients receive exceptional financial planning services.

What you'll be doing

• Actively manage and monitor a diverse portfolio of investment funds, making strategic decisions to optimise returns and minimise risk
• Conduct thorough research and analysis to identify new investment opportunities that align with our clients' financial goals
• Prepare comprehensive investment reports and presentations for clients, explaining fund performance and recommended actions
• Collaborate with the wider financial planning team to provide holistic advice and tailored solutions to meet our clients' needs
• Stay up-to-date with industry regulations, market trends, and best practices to ensure our investment strategies remain competitive
• Contribute to the development and implementation of new investment products and services

What we're looking for

• With or without experience in investment management
• Strong understanding of financial markets, investment products, and portfolio management strategies
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
• Proven track record of delivering exceptional client service and building long-term relationships
• Highly organised and detail-oriented, with the ability to multitask and meet deadlines
• Excellent communication and presentation skills, with the ability to explain financial concepts to both technical and non-technical audiences

What we offer

• Competitive salary and bonuses based on performance
• Travel incentives with allowance
• Ongoing training and development opportunities to support your career growth
• Collaborative and supportive team environment with opportunities for networking and knowledge sharing
• Flexible working arrangements, including the possibility of remote work

About us

HSBC is a leading financial services provider, offering a wide range of investment, banking, and wealth management solutions to individuals and businesses. Our mission is to help our clients achieve their financial goals through innovative and personalised strategies. With a strong focus on ethics, integrity, and customer satisfaction, we are committed to being the trusted partner of choice in the North-East Region.

Apply now to join our dynamic team and contribute to our continued success.