Advisory Specialist - Prism Total Investment Advisor

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In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a Advisory Specialist - Prism Total Investment Advisor .

In this role you will:

• Drive the commercialization of the advisory proposition by moving client assets into contractual advisory mandates and focus on delivering a best-in-class investment journey for Prism Total
• Provide investment support, education and guidance to Prism Total clients, prospects, and Single Advisor Relationship Managers across different markets
• Develop comprehensive investment strategy and asset allocation proposals appropriate to 2-10m client segment at the time of client onboarding to Prism Total, for both existing and New-to-Private Banking clients
• Coordinate execution of investment strategy with appropriate products and services
• Assist Single Advisor Relationship Managers to assess client investment objective, risk tolerance and portfolio preferences
• Monitor client’s portfolios for appropriateness and rebalance where needed
• Offer expertise on Aladdin Wealth to Prism Total clients and Single Advisor Relationship Managers, in terms of portfolio health checks and portfolio reviews
• Handle complex client cases that requires the usage of Prism Total to increase the share of wallet or for asset retention purposes

To be successful you will need:

• Degree in finance/business and preferably with other professional accreditations such as CFA
• Relevant experience in private banking or asset management, with a focus on portfolio management or investment advisory
• Strong understanding of asset allocation and portfolio construction across all asset classes
• Knowledge of sales process and client advisory journey
• Client focused with strong sales, analytical, and relationship building skills
• Sales oriented and an effective communicator
• Mandarin fluency, Singapore – hybrid working

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

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HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited

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