Financial planner (with or without experience)

apartmentPrivate Advertiser placeGeylang scheduleFull-time calendar_month31/10/25

About the role

Are you passionate about investment management and eager to join a leading global financial institution? HSBC, one of the world's largest banking and financial services organizations, is seeking an Investment Management Associate to join our team in the City Centre region.

In this full-time role, you will play a critical part in helping our clients achieve their financial goals through tailored investment solutions.

What we're looking for M.D.R.T.S.

Minimum 3-5 years of experience in investment management or a related field within the financial services industry, worry not if you do not have experience cause we can train you
Detail-oriented, proactive and committed to delivering exceptional client service, you are doing it for yourself too
Relevant professional qualifications such as the CFA or FRM would be an advantage
Thorough understanding of financial markets, investment products and portfolio management principles with excellent communication and interpersonal skills to build trusted relationships with clients
Strong analytical and problem-solving skills with the ability to interpret complex financial data

What we offer

At HSBC, we are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, you'll enjoy a range of benefits including:

Comprehensive medical and dental coverage
Generous retirement contributions and pension plan
Opportunities for professional development and career advancement
Flexible work arrangements to support work-life balance
Access to employee wellbeing programes and social activities

What you'll be doing

Provide investment advisory services to high-net-worth clients, understanding their financial objectives and risk appetite to develop personalized investment strategies
Conduct thorough market research and analysis to identify attractive investment opportunities aligned with client needs
Actively monitor client portfolios, making timely recommendations to rebalance and optimize performance
Collaborate with cross-functional teams to ensure seamless delivery of end-to-end wealth management solutions
Stay up-to-date with industry trends, regulations and best practices to enhance the client experience

About us

HSBC is a leading global financial services organization, serving customers worldwide through a network of around 6,000 offices in 64 countries and territories. Guided by our purpose to open up a world of opportunity, we're committed to unlocking human potential and helping our clients thrive.

Join us and be part of our continued success story.

Apply now to become our next Investment Management Associate and help our clients achieve their financial goals.

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