Premier Investment Specialist (Singapore, 01, SG, 229571)

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityEducation: bachelorsSkills: ["Client-facing communication","Analytical skills","Quantitative skills","Relationship building","Integrity"]

Advise Premier clients on investment needs and risk tolerance while building trusted relationships with Relationship Managers. Design and optimize client portfolios through strategic asset allocation using structured products, mutual funds, and bonds, translating the CIO view into actionable insights. Monitor performance, conduct proactive reviews, and recommend adjustments. Lead due diligence and due-care for product recommendations, and ensure compliance with MAS regulations and internal risk policies for fair client dealings.

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FursaFursa
HSBC
HSBC
1 day ago

Premier Investment Specialist (Singapore, 01, SG, 229571)

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Last checked: 3 hours agoStatus: Live

Job Summary

Advise Premier clients on investment needs and risk tolerance while building trusted relationships with Relationship Managers. Design and optimize client portfolios through strategic asset allocation using structured products, mutual funds, and bonds, translating the CIO view into actionable insights. Monitor performance, conduct proactive reviews, and recommend adjustments. Lead due diligence and due-care for product recommendations, and ensure compliance with MAS regulations and internal risk policies for fair client dealings.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Advise Premier clients on investment needs, goals, and risk tolerance while building trusted relationships with Relationship Managers.
  • •Design and optimize Premier client portfolios using strategic asset allocation with structured products, mutual funds, and bonds.
  • •Translate the CIO view into actionable investment insights for client portfolios and conduct ongoing market research.
  • •Evaluate, recommend, and perform due diligence on suitable investment solutions, specializing in structured products, mutual funds, and bonds.
  • •Ensure compliance with MAS regulations and internal policies, managing risks and conducting proactive portfolio monitoring and reviews.

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 product specialist roles within private banking, wealth management, or asset management.
  • •Track record advising and managing portfolios for high-net-worth (HNW) clients in Singapore or the Asia-Pacific region.
  • •Strong expertise in structured products, mutual funds (unit trusts), and fixed income (bonds), with wealth lending solutions as an advantage.
  • •Proficiency using financial software/data platforms (e.g., Bloomberg, Refinitiv Eikon, Morningstar) and strong client communication, analytical, and regulatory understanding.
Experience:Private bankingWealth managementAsset managementFinancial marketsHNW clientsStructured productsFixed income
Education:Bachelor's in Finance, Economics, Business Administration, or related quantitative field
Skills:Client-facing communicationAnalytical skillsQuantitative skillsRelationship buildingIntegrity
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