Investment Counsellor

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceSkills: ["Leadership","Mentorship","Teamwork","Communication","Diplomacy"]

Serve as a primary contact and trusted investment advisor to high net worth and ultra-high net worth clients within HSBC Private Bank. You will determine investment suitability, design bespoke multi-asset portfolio advice, and provide ongoing after-sales portfolio monitoring across markets and jurisdictions. Partner with Relationship Managers to support business development, leverage internal specialists to deliver positive client outcomes, and maintain strong compliance with internal controls and regulatory requirements.

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FursaFursa
HSBC
HSBC
4 days ago

Investment Counsellor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Serve as a primary contact and trusted investment advisor to high net worth and ultra-high net worth clients within HSBC Private Bank. You will determine investment suitability, design bespoke multi-asset portfolio advice, and provide ongoing after-sales portfolio monitoring across markets and jurisdictions. Partner with Relationship Managers to support business development, leverage internal specialists to deliver positive client outcomes, and maintain strong compliance with internal controls and regulatory requirements.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Act as trusted investment advisor and primary contact for HNW/UHNW clients.
  • •Determine investment suitability and identify product-specific investment opportunities.
  • •Provide bespoke portfolio advice and after-sales portfolio monitoring across asset classes and markets.
  • •Collaborate with Relationship Managers to support business development and incremental wallet/new-to-bank business.
  • •Ensure adherence to internal control standards, audit points, and regulatory compliance requirements.

Key Requirements

  • •Extensive experience in investment advisory, portfolio management, or sell-side global markets.
  • •Establish credibility and build trusting relationships with high net worth and ultra-high net worth clients.
  • •Implement and oversee investment portfolios, providing advice on markets and actionable investment ideas.
  • •Maintain investment suitability and deliver bespoke portfolio advice with after-sales monitoring across asset classes and jurisdictions.
  • •Strong compliance mindset to follow internal controls and relevant internal/external rules and procedures.
Experience:Private bankingWealth managementInvestment advisory
Skills:LeadershipMentorshipTeamworkCommunicationDiplomacy
Certifications:Chartered Financial Analyst (CFA)

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