Investment Counsellor

7 days ago


Singapore HSBC Full time
Investment Counsellor Role Overview

HSBC Global Private Banking is seeking a highly skilled Investment Counsellor to join our team. As a key member of our team, you will be responsible for providing expert investment advice to high net worth and ultra-high net worth clients.

Key Responsibilities
  • Establish credibility and trusting relationships with clients as their primary contact and trusted investment advisor.
  • Implement and oversee investment portfolios, providing advice and guidance on markets and actionable investment ideas.
  • Contribute to business development, pitching in partnership with Relationship Managers for incremental client wallet and new-to-bank business.
  • Determine investment suitability, identify product-specific investment opportunities, and provide bespoke portfolio advice and after-sales portfolio monitoring.
Requirements
  • Extensive experience in investment advisory, portfolio management, or sell-side global markets.
  • Highly disciplined and self-motivated with strong teamwork skills.
  • Chartered Financial Analyst or Master degree will be an advantage.
  • Excellent diplomacy and communication skills to influence and negotiate internally.

HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.



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