Investment Counsellor
7 days ago
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.
- 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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Investment Counsellor Assistant
1 month ago
Singapore DBS Bank Limited Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet our customers'...
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Investment Counsellor Assistant
3 weeks ago
Singapore DBS Bank Limited Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet our customers'...
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Investment Advisor/Counsellor
3 weeks ago
Singapore Unicorn Advisor (HK) Limited Full timeJob DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The ideal candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert advice on...
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Investment Advisor/Counsellor
3 weeks ago
Singapore Unicorn Advisor (HK) Limited Full timeJob DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The successful candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert...
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Investment Counsellor
3 weeks ago
Singapore HSBC Full timeUnlock Your Potential as an Investment CounsellorHSBC Global Private Banking is seeking a high-calibre professional to join our team as an Investment Counsellor - Global Private Banking. As a key member of our team, you will be responsible for establishing credibility and trusting relationships with high net worth and ultra-high net worth clients.Key...
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Investment Advisor/Counsellor
1 month ago
Singapore Unicorn Advisor (HK) Limited Full timeKey ResponsibilitiesAs a seasoned investment advisor/counsellor, you will be responsible for providing expert advice on investment strategies and portfolio management to high net worth individuals and institutional clients.Key Skills:Proven track record in investment advisory and portfolio managementExtensive knowledge of private banking business, including...
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Investment Advisor/Counsellor
2 weeks ago
Singapore Unicorn Advisor (HK) Limited Full timeKey ResponsibilitiesWe are seeking a highly experienced Investment Advisor/Counsellor to join our team at Unicorn Advisor (HK) Limited.As a key member of our team, you will be responsible for:Providing expert investment advice to high net worth individuals and institutional clientsManaging and growing client portfolios to achieve their financial...
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Investment Counsellor
1 month ago
Singapore HSBC Full time## Investment Counsellor - Global Private Banking ### Job Summary We are seeking a high-calibre professional to join our team as an Investment Counsellor - Global Private Banking. As a key member of our team, you will be responsible for delivering high-value investment advice and acting as a Subject Matter Expert on a particular investment area. ### Key...
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Singapore DBS Bank Limited Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide our customers with tailored financial solutions to...
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Senior Investment Counsellor
4 weeks ago
Singapore DBS Bank Limited Full timeJob Title: SVP, Investment Counsellor, Private Banking, Consumer Banking GroupDBS Consumer Banking Group is a leading bank in Asia, offering a full spectrum of products and services to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, we have a team of dedicated, experienced investment advisors who...
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Investment Strategist
2 weeks ago
Singapore HSBC Full timeUnlock Your Potential as an Investment CounsellorAre you a seasoned professional looking to take your career to the next level? Do you have a passion for helping high net worth and ultra-high net worth clients achieve their financial goals? We're seeking a highly skilled Investment Counsellor to join our team at HSBC Global Private Banking.Key...
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Investment Counsellor
1 month ago
Singapore HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Investment Counsellor
3 months ago
Singapore HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Singapore DBS Bank Limited Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...
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Treasures Investment Counsellor
1 month ago
Singapore DBS Bank Limited Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide our customers with tailored financial solutions to...
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Treasures Investment Counsellor
3 weeks ago
Singapore DBS Bank Limited Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet the evolving needs of...
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Singapore DBS Bank Limited Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...
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Senior Investment Advisor
3 weeks ago
Singapore DBS Bank Limited Full timeJob Title: SVP, Investment Counsellor, Private Banking, Consumer Banking GroupDBS Consumer Banking Group is a leading bank in Asia, offering a full spectrum of products and services to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are tailored to meet the unique needs of our clients, providing them with...
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Senior Investment Counselor
2 weeks ago
Singapore DBS Bank Limited Full timeJob Title: SVP, Investment Counsellor, Private Banking, Consumer Banking GroupAbout the RoleAs a key member of our Private Banking team, you will be responsible for delivering exceptional investment advisory services to high-net-worth clients. Your expertise will be instrumental in helping our clients achieve their financial goals and aspirations.Key...
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Investment Counsellor
2 months ago
Singapore eFinancialCareers Full timeResponsibilities: Providing personalized financial advice and guidance to clients based on their individual financial circumstances and goals. Reviewing clients' current financial positions, existing investments, income sources, expenses, and any other relevant financial data. Monitoring portfolio performance, rebalancing asset allocations as needed, and...