Premier wealth solution consultant for Singaporean or PR (Step by step guidance & Laptop provided) (apply for discovery call now))

HSBC Recruitment; Singapore; On-site; SGD 110,000 - 150,000; Full time

Job summary

HSBC Investment Management is seeking an Investment Management Associate in Singapore’s City Centre region. In this full-time role, you will help clients achieve their financial goals through tailored investment solutions and proactive portfolio management.

You will conduct market research, advise on opportunities, and collaborate with cross-functional teams to deliver comprehensive wealth management services while staying abreast of market trends and regulatory changes.

Qualifications

• 3–5 years of experience in investment management or related field.
• CFA/FRM qualifications are advantageous.
• Strong communication and interpersonal skills to build client relationships.
• Thorough understanding of financial markets and portfolio management principles.

Responsibilities

• Provide investment advisory services to high-net-worth clients and tailor investment strategies.
• Conduct market research to identify opportunities aligned with client needs.
• Monitor client portfolios and rebalance to optimize performance.
• Collaborate with cross-functional teams to deliver end-to-end wealth management solutions.
• Stay updated on industry trends and regulations to enhance client experience.

Skills

Investment advisory

Portfolio management

Market analysis

Client communication

Education

CFA/FRM qualification advantageous

Job description

Are you passionate about investment management and eager to join a leading global financial institution? We are one of the world's largest banking and financial services organizations, is seeking an Investment Management Associate to join our team in the City Centre region. In this full-time role, you will play a critical part in helping our clients achieve their financial goals through tailored investment solutions.

What you'll be doing

• Provide investment advisory services to high-net-worth clients, understanding their financial objectives and risk appetite to develop personalized investment strategies
• Conduct thorough market research and analysis to identify attractive investment opportunities aligned with client needs
• Actively monitor client portfolios, making timely recommendations to rebalance and optimize performance
• Collaborate with cross-functional teams to ensure seamless delivery of end-to-end wealth management solutions
• Stay up-to-date with industry trends, regulations and best practices to enhance the client experience

What we're looking for M.D.R.T.S.

• Minimum 3-5 years of experience in investment management or a related field within the financial services industry, worry not if you do not have experience cause we can train you
• Detail-oriented, proactive and committed to delivering exceptional client service, you are doing it for yourself too
• Relevant professional qualifications such as the CFA or FRM would be an advantage
• Thorough understanding of financial markets, investment products and portfolio management principles with excellent communication and interpersonal skills to build trusted relationships with clients
• Strong analytical and problem-solving skills with the ability to interpret complex financial data

What we offer

We are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, you'll enjoy a range of benefits including:

• Comprehensive medical and dental coverage
• Generous retirement contributions and pension plan
• Opportunities for professional development and career advancement
• Flexible work arrangements to support work-life balance
• Access to employee wellbeing programes and social activities

About us

Our team, serving customers worldwide through a network of around 6,000 offices in 64 countries and territories. Guided by our purpose to open up a world of opportunity, we're committed to unlocking human potential and helping our clients thrive. Join us and be part of our continued success story.