Investment Associate (Bank and Finance) - STAFFELLA RECRUITMENT AGENCY

Roles & Responsibilities

Representing HSBC

As part of the HSBC Group, we offer a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. Our strength lies in HSBC’s financial backbone, international network, and trusted client relationships.

We are driven by a team of passionate professionals who go beyond financial returns — delivering impactful investments and meaningful client outcomes. If you are an energetic, high-calibre individual with a drive to succeed in investments and business development, we want to meet you.

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

3. Compliance & Professional Standards

4. Professional Growth & Training

Requirements

Tell employers what skills you have

Leadership

Aftersales

Due Diligence

Analytical Skills

Valuation

Investments

Venture Capital

Relationship Management

Investment Banking

Private Equity

Needs Analysis

Compliance

Portfolio Management

Financial Modelling

Banking

Business Development