Financial Services Consultant

7 days ago

Central, Singapore Altus Advisory Full time

UNDERGRADS/ FULL or PART TIMER / FREELANCE are WelcomeCurrent, Ex-Bankers and Consultants are all Welcome tooAre you passionate about investment management and eager to join a leading global financial institution? HSBC Life, one of the world's largest banking and financial services organizations, is seeking an Financial Services Consultant to join our team in the Marina Centre region. In this 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 Financial 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:
  • Ideally 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 because we can train you
  • Strong analytical and problem-solving skills with the ability to interpret complex financial data
  • Excellent communication and interpersonal skills to build trusted relationships with clients
  • Thorough understanding of financial markets, investment products and portfolio management principles
  • Relevant professional qualifications such as the CFA or FRM would be an advantage
  • Proactive, detail-oriented and committed to delivering exceptional client service
  • Singaporean / Singapore Permanent Resident
What we offer: At HSBC Life, we are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, you'll enjoy a range of benefits including:
  • 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
  • Overseas travel opportunities to exotic overseas destinations
About us: HSBC Life 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.

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