HSBC Life Investment Brokers
Summary
Advises clients on investment products, manages portfolios, and ensures regulatory compliance for HSBC Life in Singapore.
Job Summary
Facilitate investment transactions and provide guidance on investment opportunities
Key Responsibilities
1. Client Acquisition: Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.
2. Investment Advice: Provide investment advice, recommending suitable financial products.
3. Portfolio Management: Assist clients in managing their investment portfolios and monitoring performance.
4. Market Research: Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.
5. Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.*