Client Sales Associate

3 days ago

Singapore TALENT SOLUTIONS Full time

**Location**:Singapore

**Job Type**:Permanent - Full-time

**Work Style**:Hybrid Working

The role focuses on providing specialized investment advice and tailored financial solutions to clients, ensuring they achieve their financial goals through strategic investment planning and portfolio management.

**Key Responsibilities**:
1. Client Engagement and Needs Assessment:

- Conduct comprehensive consultations with clients to understand their financial goals, risk

tolerance, investment preferences, and time horizon.
- Evaluate clients' current financial positions and investment portfolios to identify

opportunities for growth and optimization.

2. Investment Strategy Development:

- Develop personalized investment strategies aligned with clients' objectives, leveraging a wide range of HSBC investment products and services including equities, fixed income, mutual funds, and structured products.
- Recommend suitable investment solutions based on rigorous analysis of market conditions, economic trends, and client-specific needs.
- Offer guidance on tax-efficient investment strategies and wealth preservation techniques.

3. Portfolio Management and Optimization:

- Implement and actively manage clients' investment portfolios to ensure alignment with their risk profiles, investment goals, and market opportunities.
- Monitor portfolio performance closely, conducting regular reviews and making

adjustments as necessary to optimize returns and mitigate risks.

4. Client Relationship Management:

- Build and maintain strong client relationships through proactive communication, regular portfolio reviews, and responsive service.
- Educate clients on investment principles, market trends, and HSBC investment products

to empower informed decision-making and build trust.

**Qualifications and Skills**:

- Recognized diploma or bachelor's degree in finance, economics, business, or a related field (preferred), finance-relevant professional certifications are advantageous
- Strong understanding of financial markets, investment products, and regulatory requirements.
- Excellent interpersonal skills and ability to communicate complex financial concepts effectively.

**Career Development**:

- Opportunity for career advancement within HSBC, with potential roles in senior advisory positions, wealth management, or specialized investment areas.
- Continued professional development through HSBC's training programs, industry certifications, and participation in conferences and seminars.

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