Investment Associate (Bank and Finance)

STAFFELLA RECRUITMENT AGENCY

Singapore, Singapore
Conduct financial needs analysis
Develop client acquisition strategies
Maintain accurate client records
The role involves representing HSBC to provide comprehensive financial and investment solutions backed by global banking excellence

Job Summary

  • The role involves representing HSBC to provide comprehensive financial and investment solutions backed by global banking excellence.
  • Responsibilities include conducting financial needs analysis, offering tailored investment products, and executing client acquisition strategies.
  • The position offers monthly training sessions with leading Fund Houses and a fast-track progression path to senior leadership roles.

Matching Summary

Match Score: 85

The role involves representing HSBC to provide comprehensive financial and investment solutions backed by global banking excellence.

Skills & Requirements

Must-have

  • Conduct financial needs analysis
  • Develop client acquisition strategies
  • Maintain accurate client records

Nice-to-have

  • Energetic high-calibre individual
  • Drive to succeed in investments
  • Passion for meaningful client outcomes

Key Requirements

  • Minimum GCE A Levels / Polytechnic Diploma / Degree
  • Fresh graduates and career switchers encouraged
  • No prior sales or investment experience required

Work Rights

Not specified

Tailored Resume

Cover Letter