Investment Associate (bank)

Join a Leading Multinational Financial Services Organisation

About the Company

Our client is an established multinational financial services organisation offering a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. With a strong financial foundation, an extensive international network and trusted client relationships, the organisation is committed to delivering tailored financial solutions and exceptional client experiences.

This is a client-facing sales role focused on building and maintaining strong client relationships while providing tailored financial and investment solutions. The successful candidate will engage directly with clients to understand their financial objectives, identify their needs and deliver professional service to enhance their overall investment experience.

Key Responsibilities

1. Business Development

• Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
• Offer tailored financial products and investment solutions, including funds and insurance-linked investments.
• Develop and execute client acquisition strategies to grow market presence.
• Support clients with fund-related transactions and portfolio structuring.

2. Client Relationship Management

• Build and nurture long-term relationships with both new and existing clients.
• Deliver excellent after-sales support to ensure ongoing client satisfaction.
• Conduct regular portfolio reviews to adapt to clients’ evolving financial goals.
• Maintain accurate records of client engagements in accordance with company policies.

3. Compliance & Professional Standards

• Stay updated on market trends, product developments, and regulatory changes.
• Ensure all client interactions meet compliance requirements and uphold HSBC’s professional standards.

4. Professional Growth & Training

• Attend monthly training sessions conducted by leading Fund Houses.
• Fast-track progression to senior manager and leadership roles.

Requirements

• Fresh graduates and career switchers are encouraged to apply.
• No prior sales or investment experience required — training will be provided.
• Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private).

We regret that only shortlisted candidates will be notified!