Senior Premier Investment Advisor - Flexible Working

HSBC

Singapore

On-site

SGD 120,000 - 190,000

Full time

14 days+

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Job summary

HSBC Singapore's International Wealth and Premier Banking division seeks a Premier Investment Specialist to lead client advisory and portfolio design for high-net-worth clients. You will translate CIO views into actionable investment insights, advise on structured products, mutual funds and fixed income, and collaborate with Relationship Managers to build trusted portfolios.

The role emphasizes rigorous compliance with MAS rules and ongoing reviews, with opportunities to grow within a globally

Qualifications

Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
Advanced years of relevant experience in an investment advisory, portfolio management, or product specialist role.
Proven track record advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region.

Responsibilities

Advise Premier clients on investment needs, goals, and risk tolerance.
Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
Translate CIO view into actionable investment insights for client portfolios.
Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence.
Advise clients on wealth lending solutions to complement their investment strategies.
Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients.
Monitor client portfolio performance, conduct proactive reviews, and recommend adjustments.
Ensure strict adherence to regulatory requirements (MAS) and internal policies.