• Competitive
  • Singapore
  • Permanent, Full time
  • HSBC
  • 2019-04-20

Jade Investment Counsellor - Retail Banking and Wealth Management

  • Full time
  • Singapore
  • 20 Apr 19

Jade Investment Counsellor - Retail Banking and Wealth Management

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.

Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Find out more about our Jade business at hsbc.com.sg/jade and explore where your exciting new role as a Jade Investment Counsellor can take you at HSBC.

Principal responsibilities

  • Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
  • Support Jade Relationship Managers to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
  • Assist Jade Relationship Managers in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting Jade Relationship Managers in presenting and explaining solution(s) to client
  • Conduct portfolio reviews with Jade Relationship Managers, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,
  • Join Jade Relationship Managers in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to Jade Relationship Managers for specific products and solutions



  • Working experience as a product specialist or financial advisor
  • Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
  • Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socio-economic dynamics, and regulatory requirement relevant to the products
  • Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
  • Solid skills to manage consultative sales process
  • A solid understanding of global anti money laundering standards
  • Team player with collaborative skills
  • Knowledge of local and Group compliance regulations
  • Specialisation in one or more product categories such as Structured Products, Investments or funds
To find out more about roles in Wealth Management in Hong Kong, mainland China and Singapore visit www.hsbc.com/wealth-careers

You'll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.