Premier Wealth Portfolio Advisor

HSBC Holdings plc; Singapore; Presencial; SGD 120.000 - 210.000; Tempo integral

Resumo da vaga

HSBC Holdings plc in Singapore seeks a Premier Investment Specialist to advise Premier clients, design portfolios, and monitor investments across structured products, mutual funds, and fixed income. The role requires strong client interaction, market insight, and rigorous due diligence to manage risk and deliver tailored wealth solutions.

The ideal candidate holds a Finance or related degree with extensive experience in private banking or wealth management, including HNW client portfolios in

Qualificações

• Bachelor's degree or higher in Finance, Economics, Business Administration, or related field.
• Advanced years of relevant experience in investment advisory, portfolio management, or product specialist role within private banking, wealth management, or asset management.
• Proven track record advising and managing portfolios for 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).
• Exceptional client-facing and communication skills, with strong analytical abilities and regulatory understanding in Singapore.

Responsabilidades

• Client Advisory & Relationship Management: Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships.
• Strategic Portfolio Management: Design and optimize Premier client portfolios with structured products, funds, and bonds.
• Market & Investment Research: Translate CIO views into actionable insights for client portfolios.
• Product Expertise & Due Diligence: Evaluate and recommend suitable investment solutions with due diligence.
• Wealth Lending Advisory: Advise on wealth lending solutions to complement investment strategies.
• RM Coaching & Knowledge Transfer: Coach RMs to improve investment acumen and client articulation.
• Portfolio Monitoring & Reviews: Continuously monitor performance and adjust as needed.
• Compliance & Risk Management: Ensure adherence to MAS and internal policies; manage risks.

Conhecimentos

Client advisory

Portfolio management

Structured products

Mutual funds

Fixed income

Communication skills

Regulatory awareness

Formação

Bachelor's degree in Finance, Economics, or related field

Ferramentas

Bloomberg

Refinitiv Eikon

Morningstar

Descrição da vaga

HSBC Holdings plc in Singapore seeks a Premier Investment Specialist to advise Premier clients, design portfolios, and monitor investments across structured products, mutual funds, and fixed income. The role requires strong client interaction, market insight, and rigorous due diligence to manage risk and deliver tailored wealth solutions.

The ideal candidate holds a Finance or related degree with extensive experience in private banking or wealth management, including HNW client portfolios in