Private Wealth Funds & Discretionary Strategy Advisor

HSBC Holdings plc; Singapore; On-site; SGD 180,000 - 280,000; Full time

Job summary

HSBC Holdings plc is seeking a Private Banking investment specialist to support discretionary portfolio management solutions for high-net-worth clients. You will provide investment rationale, position products, and assist RMs with client engagements.

Role requires strong analytical and portfolio-construction skills, with excellent communication and presentation abilities; CFA/CAIA are advantageous. The position offers a demanding, opportunity-rich career path in Singapore.

Qualifications

• Degree in finance, economics, investment management or related discipline.
• CFA or CAIA qualifications are advantageous.
• Strong knowledge of mutual funds and discretionary portfolio mandates.
• Experience in private banking, wealth management or asset management.

Responsibilities

• Act as SME for funds and DPM solutions within Private Bank for RMs and HNW clients.
• Provide investment rationale, product positioning and portfolio input.
• Partner with RMs in client engagements and present suitable solutions.
• Enable front-office teams with training, market updates and client materials.
• Manage relationships with fund houses and external asset managers.
• Support fund selection, product shelf maintenance and governance reviews.
• Ensure compliance with governance, suitability, risk and regulatory requirements.
• Monitor performance and identify opportunities to grow assets and revenue.

Skills

Analytical skills

Portfolio construction

Communication skills

Presentation skills

Education

Degree in finance, economics, investment management or related discipline

Job description

HSBC Holdings plc is seeking a Private Banking investment specialist to support discretionary portfolio management solutions for high-net-worth clients. You will provide investment rationale, position products, and assist RMs with client engagements.

Role requires strong analytical and portfolio-construction skills, with excellent communication and presentation abilities; CFA/CAIA are advantageous. The position offers a demanding, opportunity-rich career path in Singapore.