HSBC

1 day ago

Investment Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Advise Premier clients on investment needs, goals, and risk tolerance, building trusted relationships with RMs. Design and optimize client portfolios through strategic asset allocation using structured products, mutual funds, and bonds, informed by CIO investment views. Conduct due diligence on investment solutions, advise on wealth lending (e.g., Lombard lending), monitor performance and provide proactive reviews while ensuring MAS and internal compliance.

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, building trusted relationships in collaboration with RMs.
•Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
•Translate the CIO view into actionable investment insights for client portfolios.
•Evaluate and recommend investment solutions through rigorous due diligence, specializing in structured products, mutual funds, and bonds.
•Advise on wealth lending solutions (e.g., Lombard lending), monitor portfolio performance, conduct proactive reviews, and ensure compliance with MAS and internal policies.

Key Requirements

•Bachelor’s degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
•3–5 years of relevant experience in investment advisory, portfolio management, or product specialist roles within a private bank, wealth management firm, or asset management company.
•Proven 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); experience with other asset classes and wealth lending solutions is an advantage.
•Exceptional client-facing communication skills and strong analytical, quantitative abilities with knowledge of financial markets, investment products, and Singapore’s regulatory landscape.

Experience:3-5 yearsWealth managementPrivate bankingHNWAsia-Pacific

Education:Bachelor's in Finance, Economics, Business Administration, or a related quantitative field

Skills:Client-facing communicationAnalytical thinkingQuantitative analysisEthical conductRisk awareness

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: 3.6

Website LinkedIn

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HSBC

1 day ago

Investment Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

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, building trusted relationships in collaboration with RMs.
•Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds.
•Translate the CIO view into actionable investment insights for client portfolios.
•Evaluate and recommend investment solutions through rigorous due diligence, specializing in structured products, mutual funds, and bonds.
•Advise on wealth lending solutions (e.g., Lombard lending), monitor portfolio performance, conduct proactive reviews, and ensure compliance with MAS and internal policies.

Key Requirements

•Bachelor’s degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
•3–5 years of relevant experience in investment advisory, portfolio management, or product specialist roles within a private bank, wealth management firm, or asset management company.
•Proven 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); experience with other asset classes and wealth lending solutions is an advantage.
•Exceptional client-facing communication skills and strong analytical, quantitative abilities with knowledge of financial markets, investment products, and Singapore’s regulatory landscape.

Experience:3-5 yearsWealth managementPrivate bankingHNWAsia-Pacific

Education:Bachelor's in Finance, Economics, Business Administration, or a related quantitative field

Skills:Client-facing communicationAnalytical thinkingQuantitative analysisEthical conductRisk awareness

Tech Stack:BloombergRefinitiv EikonMorningstar

Company Brief

HSBC

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: 3.6

Website LinkedIn