Premier Investment Advisor — Wealth Management Expert

HSBC Holdings plc; Singapore; On-site; SGD 150,000 - 210,000; Full time

Job summary

HSBC Holdings plc in Singapore seeks an experienced Premier Investment Specialist to advise Premier clients on investment needs, goals and risk tolerance, and to design strategic portfolios.

You will work with RMs to optimize portfolios using structured products, mutual funds and bonds, translate CIO views into actionable insights, and ensure due diligence, compliance and risk management in a regulated environment.

Qualifications

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
• Experience in investment advisory, portfolio management, or product specialist roles within private banking or wealth management.
• Proven track record advising and managing portfolios for HNW clients in Singapore/APAC.
• Strong background in structured products, mutual funds, and fixed income; knowledge of other asset classes is a plus.
• Excellent client-facing and communication skills with strong analytical abilities and regulatory awareness.

Responsibilities

• Advise Premier clients on investment needs, goals and risk tolerance; build trusted relationships with RMs.
• Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds and bonds.
• Translate CIO views into actionable investment insights for client portfolios.
• Evaluate and recommend suitable investment solutions based on rigorous due diligence.
• Advise clients on wealth lending solutions (e.g., Lombard lending) to complement strategies.
• Coach Relationship Managers to enhance investment acumen and client articulation.
• Continuously monitor portfolio performance, conduct reviews, and recommend adjustments.
• Ensure compliance and risk management in line with MAS and internal policies.

Skills

Relationship Management

Portfolio Management

Investment Advisory

Structured Products

Fixed Income

Financial Research

Education

Bachelor's degree or higher in Finance or related field

Tools

Bloomberg Terminal

Refinitiv Eikon

Morningstar

Job description

HSBC Holdings plc in Singapore seeks an experienced Premier Investment Specialist to advise Premier clients on investment needs, goals and risk tolerance, and to design strategic portfolios.

You will work with RMs to optimize portfolios using structured products, mutual funds and bonds, translate CIO views into actionable insights, and ensure due diligence, compliance and risk management in a regulated environment.