SG Financial Planner(travel incentives+joining perks+supports+mentorship+laptop)

Jobstreet SG; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading global financial institution in Singapore is seeking an experienced Investment Management Associate. This full-time role involves providing tailored investment advisory services to high-net-worth clients, conducting market analysis, and optimizing client portfolios. Strong analytical and interpersonal skills are essential. The ideal candidate will have 3-5 years of experience in investment management and relevant qualifications. Competitive benefits and a commitment to professional development are offered.

Benefits

Comprehensive medical and dental coverage

Generous retirement contributions

Opportunities for professional development

Flexible work arrangements

Access to wellbeing programmes

Qualifications

• Minimum 3-5 years of experience in investment management or related field.
• Detail-oriented and committed to exceptional client service.
• Thorough understanding of financial markets and investment products.

Responsibilities

• Provide investment advisory services to high-net-worth clients.
• Conduct thorough market research to identify investment opportunities.
• Monitor client portfolios and optimize performance.

Skills

Client service

Investment management

Analytical skills

Interpersonal skills

Problem-solving

Education

Relevant qualifications such as CFA or FRM

Job description

SG Financial Planner(travel incentives+joining perks+supports+mentorship+laptop)

Are you passionate about investment management and eager to join a leading global financial institution? HSBC, 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 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

• 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 programmes and social activities

About us

HSBC is a leading global financial services organization, 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.

Apply now to become our next Investment Management Associate and help our clients achieve their financial goals.