Investment Specialist

In International Wealth and Premier Banking we serve 41 million customers globally including 6.7 million who are international from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBCs purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management Asset Management Global Private Banking Insurance and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as 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:

• Bachelors 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.

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 upa world of opportunity

is committed to building a culture where all employees are valuedrespectedand opinions count. We take pride in providing a workplace that fosters continuous professional development flexibleworkingand opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be usedin accordance withour Privacy Statement which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Experience:

IC