Senior Investment Advisor & Private Wealth Strategist

HSBC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A prominent financial institution in Singapore is seeking an experienced Assistant Vice President, Investment Specialist to advise Premier clients on investment needs and manage portfolios. The role involves strategic portfolio management, compliance management, and approaching investment solutions with a keen focus. Ideal candidates should possess a Bachelor’s degree in a relevant field, CMFAS certifications, and proven expertise with High-Net-Worth clients, particularly in Singapore or the Asia-Pacific region.

Qualifications

• Bachelor’s degree or higher in a relevant field from a reputable university.
• CMFAS Modules: Essential for licensing in Singapore.
• CFA or Master's degree is preferred.
• Advanced relevant experience in investment advisory or portfolio management.
• Proven track record with High-Net-Worth clients.

Responsibilities

• Advise Premier clients on investment needs and goals.
• Design and optimize client portfolios.
• Translate CIO views into actionable insights.
• Evaluate suitable investment solutions.
• Continuously monitor client portfolio performance.

Skills

Client Advisory

Relationship Management

Strategic Portfolio Management

Investment Research

Compliance

Education

Bachelor’s degree in Finance, Economics, Business Administration

CFA (Chartered Financial Analyst)

Tools

CMFAS Certification

Financial Advisory Services

Job description

A prominent financial institution in Singapore is seeking an experienced Assistant Vice President, Investment Specialist to advise Premier clients on investment needs and manage portfolios. The role involves strategic portfolio management, compliance management, and approaching investment solutions with a keen focus. Ideal candidates should possess a Bachelor’s degree in a relevant field, CMFAS certifications, and proven expertise with High-Net-Worth clients, particularly in Singapore or the Asia-Pacific region.