Kerja Sepenuh Masa, Premier Investment Specialist di HSBC - Maukerja

We are currently seeking a high calibre professional to join our team as Premier Investment Specialist.

In this role you will:

• Client Advisory & Relationship Management: Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with RMs.
• Strategic Portfolio Management: Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
• Market & Investment Research: Translating CIO view into actionable investment insights for client portfolios.
• Product Expertise & Due Diligence: Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence.
• Wealth Lending Advisory: Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
• RM Coaching & Knowledge Transfer: Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients.
• Portfolio Monitoring & Reviews: Continuously monitor client portfolio performance, conduct proactive reviews, and recommend adjustments for clients.
• Compliance & Risk Management: Ensure strict adherence to regulatory requirements (MAS) and internal policies, managing risks and ensuring fair client dealings.

To be successful you will need:

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field from a reputable university.
• Advanced years of relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company.
• Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region.
• Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds). Experience with other asset classes and wealth lending solutions is a significant advantage.
• Exceptional client-facing and communication skills, with the ability to articulate complex financial concepts clearly and concisely, strong analytical and quantitative skills, deep understanding of financial markets, investment products, economic principles, and regulatory landscape in Singapore.
• Proficiency in financial software and data platforms (e.g., Bloomberg, Refinitiv Eikon, Morningstar) and high level of integrity, professionalism, and ethical conduct.