Investment Specialist

HSBC; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

HSBC Singapore's International Wealth and Premier Banking division seeks a Premier Investment Specialist to lead client advisory and portfolio design for high-net-worth clients. You will translate CIO views into actionable investment insights, advise on structured products, mutual funds and fixed income, and collaborate with Relationship Managers to build trusted portfolios.

The role emphasizes rigorous compliance with MAS rules and ongoing reviews, with opportunities to grow within a globally

Qualifications

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
• Advanced years of relevant experience in an investment advisory, portfolio management, or product specialist role.
• Proven track record advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region.

Responsibilities

• Advise Premier clients on investment needs, goals, and risk tolerance.
• Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
• Translate CIO view into actionable investment insights for client portfolios.
• Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence.
• Advise clients on wealth lending solutions to complement their investment strategies.
• Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients.
• Monitor client portfolio performance, conduct proactive reviews, and recommend adjustments.
• Ensure strict adherence to regulatory requirements (MAS) and internal policies.

Skills

Client advisory

Portfolio management

Investment research

Strong communication

Analytical skills

Regulatory knowledge

Education

Bachelor's degree or higher in Finance, Economics, Business Administration, or related quantitative field

Tools

Bloomberg

Refinitiv Eikon

Morningstar

Job description

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

Premier Investment Specialist

In This Role You Will

• Client Advisory & Relationship Management: Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with RMs.
• Strategic Portfolio Management: Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
• Market & Investment Research: Translating CIO view into actionable investment insights for client portfolios.
• Product Expertise & Due Diligence: Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence.
• Wealth Lending Advisory: Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
• RM Coaching & Knowledge Transfer: Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients.
• Portfolio Monitoring & Reviews: Continuously monitor client portfolio performance, conduct proactive reviews, and recommend adjustments for clients.
• Compliance & Risk Management: Ensure strict adherence to regulatory requirements (MAS) and internal policies, managing risks and ensuring fair client dealings.

To Be Successful You Will Need

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field from a reputable university.
• Advanced years of relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company.
• Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region.
• Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds). Experience with other asset classes and wealth lending solutions is a significant advantage.
• Exceptional client-facing and communication skills, with the ability to articulate complex financial concepts clearly and concisely, strong analytical and quantitative skills, deep understanding of financial markets, investment products, economic principles, and regulatory landscape in Singapore.
• Proficiency in financial software and data platforms (e.g., Bloomberg, Refinitiv Eikon, Morningstar) and high level of integrity, professionalism, and ethical conduct.

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 The Hongkong and Shanghai Banking Corporation Limited.

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