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 clients 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.

Youll achieve more when you join HSBC.

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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