HSBC Wealth Planner

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 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 mana...