Senior Investment Specialist – Wealth Advisory

HSBC; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading global bank in Singapore is seeking an Assistant Vice President, Investment Specialist to manage client portfolios and provide investment advice. The ideal candidate will have a strong background in finance and proven experience in advising High-Net-Worth clients, focusing on strategic portfolio management and building client relationships. This role offers significant career opportunities and a supportive working environment.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive workplace culture

Qualifications

• Bachelor's degree in a relevant field from a reputable university.
• CMFAS licensing modules required for Singapore.
• Advanced experience in investment advisory or portfolio management.

Responsibilities

• Advise clients on investment needs and manage relationships.
• Design and optimize client portfolios.
• Conduct market and investment research.

Skills

Client Advisory & Relationship Management

Strategic Portfolio Management

Market & Investment Research

Product Expertise & Due Diligence

Wealth Lending Advisory

Compliance & Risk Management

Education

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

CFA or Master's degree

Tools

Structured products

Mutual funds

Bonds

Job description

A leading global bank in Singapore is seeking an Assistant Vice President, Investment Specialist to manage client portfolios and provide investment advice. The ideal candidate will have a strong background in finance and proven experience in advising High-Net-Worth clients, focusing on strategic portfolio management and building client relationships. This role offers significant career opportunities and a supportive working environment.