Premier Wealth Investment Advisor

HSBC; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

HSBC, a leading global bank, seeks a Premier Investment Specialist in Singapore to advise Premier clients, design and manage sophisticated portfolios, and provide investment insights aligned with client goals. The role involves wealth lending advisory, coaching RMs, and ongoing portfolio monitoring.

The candidate should have a finance-related degree and experience with HNW clientele in Singapore/APAC, plus strong communication and technical skills across asset classes and research tools.

Qualifications

• Experience in investment advisory or portfolio management.
• Proven track record advising managing portfolios for HNW clients in Singapore/APAC.
• Strong communication and analytical skills; ability to explain complex financial concepts clearly.

Responsibilities

• Advise Premier clients on investment needs, goals and risk tolerance.
• Design and optimize Premier client portfolios using structured products, mutual funds and bonds.
• Translate CIO view into actionable investment insights for client portfolios.
• Evaluate and recommend investment solutions based on due diligence.
• Advise on wealth lending solutions to complement investment strategies.
• Coach Relationship Managers to enhance investment acumen.
• Monitor portfolios and conduct regular reviews with clients.
• Ensure compliance with MAS and internal policies; manage risks.

Skills

Investment advisory

Portfolio management

Structured products

Mutual funds

Fixed income

Client communication

Regulatory awareness

Education

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

Tools

Bloomberg

Refinitiv Eikon

Morningstar

Job description

HSBC, a leading global bank, seeks a Premier Investment Specialist in Singapore to advise Premier clients, design and manage sophisticated portfolios, and provide investment insights aligned with client goals. The role involves wealth lending advisory, coaching RMs, and ongoing portfolio monitoring.

The candidate should have a finance-related degree and experience with HNW clientele in Singapore/APAC, plus strong communication and technical skills across asset classes and research tools.