Investment Counsellor

6 days ago

Singapore HSBC Full time

-Job 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 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.**

**Principal Responsibilities**

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. As the jobholder, 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.

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
- May 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
RequirementsTo 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 conscious, in particular on the trading side
- Strong analytical skills and multitasking abilities
- Team player, high achiever, quick to learn, detail oriented, positive attitude
- High level of professional and personal integrity

To be considered for this role, the relevant rights to work in Singapore is required.

**Opening up a world of opportunity**

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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