Investment Specialist

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Client-facing communication","Analytical skills","Quantitative skills","Integrity","Ethical conduct"]

Advise Premier clients on investment needs, goals, and risk tolerance, building trusted relationships with Relationship Managers. Design and optimize client portfolios through strategic asset allocation using structured products, mutual funds, and bonds. Translate the CIO view into actionable insights, perform due diligence on recommended solutions, and deliver ongoing portfolio monitoring and reviews while ensuring compliance with MAS and internal risk policies.

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FursaFursa
HSBC
HSBC
4 days ago

Investment Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Advise Premier clients on investment needs, goals, and risk tolerance, building trusted relationships with Relationship Managers. Design and optimize client portfolios through strategic asset allocation using structured products, mutual funds, and bonds. Translate the CIO view into actionable insights, perform due diligence on recommended solutions, and deliver ongoing portfolio monitoring and reviews while ensuring compliance with MAS and internal risk policies.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Advise Premier clients on investment needs, goals, and risk tolerance while building trusted relationships with Relationship Managers.
  • •Design and optimize client portfolios using strategic asset allocation with structured products, mutual funds, and bonds.
  • •Translate the CIO view into actionable investment insights and support product due diligence for recommended solutions.
  • •Advise clients on wealth lending solutions (e.g., Lombard lending) to complement investment strategies.
  • •Monitor portfolios, conduct proactive reviews, and ensure compliance with MAS and internal policies to manage risk and ensure fair client dealings.

Key Requirements

  • •Bachelor’s degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
  • •Advanced experience in investment advisory, portfolio management, or as a product specialist within a private bank, wealth management, or asset management setting.
  • •Proven track record advising and managing portfolios for high-net-worth clients in Singapore or Asia-Pacific.
  • •Strong expertise in structured products, mutual funds (unit trusts), and fixed income (bonds).
  • •Proficiency with financial software and data platforms (e.g., Bloomberg, Refinitiv Eikon, Morningstar) and strong analytical/communication skills.
Experience:Wealth managementPrivate bankingAsset managementHigh-net-worthAsia-Pacific
Education:Bachelor's
Skills:Client-facing communicationAnalytical skillsQuantitative skillsIntegrityEthical conduct
Tech Stack:BloombergRefinitiv EikonMorningstar

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn