3 months ago

Investment Counsellor - Global Private Banking

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Investment Counsellor within Global Private Banking who builds credibility as the trusted investment advisor for high net worth clients, oversees and guides investment portfolios, provides market guidance and actionable ideas, and collaborates with internal partners to drive client outcomes and cross-sell opportunities while mentoring teammates and upholding internal controls.

Location: Singapore

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Establish credibility with high net worth and ultra-high net worth clients as a trusted investment advisor and primary contact for investment guidance.
•Collaborate with Relationship Managers and internal partners to drive client outcomes and cross-sell opportunities across asset classes and jurisdictions.
•Determine investment suitability, identify opportunities, provide bespoke portfolio advice, and monitor portfolios post-sale.
•Maintain HSBC internal control standards and comply with relevant rules and external regulator requirements.
•Contribute to business development and platform-building initiatives through market insights and leadership.

Key Requirements

•Extensive experience in investment advisory, portfolio management or sell-side global markets.
•Highly disciplined and self-motivated with strong teamwork.
•Chartered Financial Analyst or Master degree will be an advantage.
•Excellent diplomacy and communication skills to influence and negotiate internally.
•Ability to contribute toward business development, pitching in partnership with Relationship Managers for incremental client wallet and new-to-bank business.

Experience:Private bankingInvestment advisory

Skills:CommunicationTeamworkDiplomacyPresentationNegotiation

Certifications: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: 3.6

Website LinkedIn

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HSBC

3 months ago

Investment Counsellor - Global Private Banking

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: Singapore

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Establish credibility with high net worth and ultra-high net worth clients as a trusted investment advisor and primary contact for investment guidance.
•Collaborate with Relationship Managers and internal partners to drive client outcomes and cross-sell opportunities across asset classes and jurisdictions.
•Determine investment suitability, identify opportunities, provide bespoke portfolio advice, and monitor portfolios post-sale.
•Maintain HSBC internal control standards and comply with relevant rules and external regulator requirements.
•Contribute to business development and platform-building initiatives through market insights and leadership.

Key Requirements

•Extensive experience in investment advisory, portfolio management or sell-side global markets.
•Highly disciplined and self-motivated with strong teamwork.
•Chartered Financial Analyst or Master degree will be an advantage.
•Excellent diplomacy and communication skills to influence and negotiate internally.
•Ability to contribute toward business development, pitching in partnership with Relationship Managers for incremental client wallet and new-to-bank business.

Experience:Private bankingInvestment advisory

Skills:CommunicationTeamworkDiplomacyPresentationNegotiation

Certifications:CFA

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