Investment Specialist

1 week ago

Downtown Core, Singapore HSBC LIFE (SINGAPORE) PTE. LTD. Full time

**About HSBC**

As part of the HSBC Group, we offer products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track record in areas of finance, international services and building trusted relationships. We have attracted a team of passionate and dedicated individuals who aspire to make a difference beyond financial returns by making impactful investments. If you are a high calibre, energetic and driven professional who can help us achieve our aspirations, we want to meet you

**Role: Investment Specialist**

**Job Scope**:

- Advise clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met
- Perform on-boarding and ongoing servicing of clients in accordance with established policies and procedures
- Expand business contacts by sourcing and acquiring new clients to increase clientele base for company
- Implement strategies and processes to identify, target and acquire clients across various wealth spectrum
- Handle and update client’s investment portfolios based on market movement
- Attend monthly investment fund house trainings
- Keep abreast of current events, critical issues, and relevant news such as industry trends and market conditions

**Remuneration Package & Benefits**:

- Salary range: $3,000 to $8,000
- Working hours: 10am to 7pm
- Flexible work schedule
- Career development trainings will be provided

**Requirements**:

- Possess minimum educational qualification of local polytechnic diploma or a bachelor’s degree from an accredited university in any field
- Proficient with Microsoft Applications (Excel, Word, Powerpoint)
- Effective communication and interpersonal skills
- Ability to organise and track overlapping tasks and assignments
- Entry-level/ applicants looking for mid-career switch are welcome

**Salary**: $3,000.00 - $8,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Signing bonus

Work Location: In person

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