Investment Advisor
5 days ago
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 further. HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. We are currently seeking a high calibre professional to join our team as an Investment Counsellor - Global Private Banking. This job category devises prospect pitches with Relationship Management. The principal accountability is to deliver high value investment advice and/or act as Subject Matter Experts on a particular Investment area. You will position the investment message of the Business in a portfolio context and provide investment advice directly to clients either on a regular basis or as required. This job will carry out some or all of the following tasks: In this role you will Partner with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients Attract/enhance high net worth client relationships and profitability Be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client's overall investment portfolio Be expected to involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client's portfolios and align with risk profile Ensure Business requirements and challenges are captured and resolved prior to future service launch To be successful you will need Prior experience in investment counselling within Private Banking sector Excellent organisation and communication skills Passion and interest in the financial markets Strong Microsoft Office skills Risk consciousness, in particular on the trading side Strong analytical skills and multitasking abilities To be a team player, high achiever, quick to learn, detail oriented, positive attitude High level of professional and personal integrity The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. Opening up a world of opportunity www.hsbc.com/careers 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. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited. https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i"
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Investment Advisor
2 days ago
Singapore Balfour Capital Group Full timeJoin Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...
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Investment Advisor
2 days ago
Singapore Citi Full timeThe Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced...
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Investment Advisor
1 week ago
Singapore Standard Chartered Singapore Full timeInvestment Advisor – Standard Chartered Singapore. Key Responsibilities Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client’s financial objectives and needs profile. Utilise in-house advisory platforms to deliver holistic investment advisory to clients....
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Investment Advisor
2 days ago
Singapore Standard Chartered Singapore Full timeInvestment Advisor – Standard Chartered Singapore. Key Responsibilities Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile. Utilise in-house advisory platforms to deliver holistic investment advisory to clients. Strengthen...
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Investment Advisor
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Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeWe are growing our team of **Investment Advisors**, and we are looking for individuals who are ready to build a meaningful career in the financial services industry. Whether you're a fresh graduate exploring your first career step, or a mid-career professional looking for a change — this could be the opportunity for you. **Why join us?** 1. We are...
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Investment Advisor
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Singapore Bank Julius Bär & Co. Ltd. Full timeAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch...
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Director, Investment Advisor, PvB
2 weeks ago
Singapore Standard Chartered Singapore Full timeOverview Director, Investment Advisor, PvB – Standard Chartered Singapore. This role involves providing investment advice in collaboration with Relationship Managers to meet client investment needs, enhance
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Director, Investment Advisor, PvB
2 weeks ago
Singapore Standard Chartered Full timePress Tab to Move to Skip to Content Link • The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the
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Director, Investment Advisor, PvB
2 weeks ago
Singapore Standard Chartered Full timeLocation: Singapore, SG Area of interest: Retail Banking Job type: Regular Employee Work style: Office Working Job Summary The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the
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Investment Advisor
2 weeks ago
Singapore Hays Banking Singapore Full timeHays Banking Singapore SingaporePosted 4 hours ago In-Office Permanent Negotiable Investment advisor offshore **Your new company** **Your new role** - To provide investment advice to clients to meet client's desired risk/investment performance requirements - Key Products: Unit Trust, Bond, Structured Product, FX and more - To assess client's risk...