Investment Counsellor

1 week ago

Singapore HSBC Full time

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.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC 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 a Investment Counsellor - Global Private Banking.

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. 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
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