Type de contrat :
CDI

Investment Advisor M/F

Modifiée le 15/04/2026

  • Lieu : 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong - Hong-Kong
  • Secteur : Autres
  • Numéro de l'offre : 2026-111556

Description du poste

Outline of the Position:

  • Support frontline team of Relationship Managers by providing advice to clients, interact with RMs and clients alike in order to review portfolios, execute clients’ orders, prepare and implement portfolio proposals
  • Ensure compliance with both internal and external regulatory requirements and conduct the business in a professional manner
  • Meet the requirements in order to become and remain licensed for Type 1 and 4 regulated activities under the Securities and Futures Ordinance (“SFO”).  Geographic coverage: North Asia
  • Reach personal and team targets: financial (revenue), NNA, CAIS and MIS products and solutions penetration
     

Key Responsibilities:

Investment Advisor - Support acquisition of AUM/Increase revenues at IWM HK

  • Get familiar with IWM investment methodology for security selection/asset allocation
  • Educate Relationship Managers (“RM”) and IWM colleagues on the full sets of MIS products. Conduct ad-hoc internal trainings.
  • Provide RMs and Clients with MIS capabilities presentations and performance updates
  • Perform portfolio reviews with RMs and clients
  • Prepare portfolio proposals for existing and prospective clients
  • Pro-actively interact with clients, providing them with advice and trade ideas and execute transactions
  • Target maximum client retention and acquisition of assets via constant communication with clients/RMs
  • Monitor large client’s positions/portfolios and advise adjustments if needed
  • Monitor product penetration per asset class and formulate strategies and ideas to increase total penetration of MIS products & solutions
  • Actively brainstorm with various stakeholders to develop new products/strategies for clients
  • Products under his care: the entire spectrum of investment products within MIS
  • Respond to clients’ reverse enquiries and keep a proper audit trail of recommendations made and investment rationale
  • Achieve clients’ specified financial goals for tagged accounts
  • Manage clients’ expectation and to lead them to implement strategies that fit into their own financial goals

Research/Advisory

  • Be an expert and follow closely on market developments globally (all products)
  • Produce high quality regular market updates and trade ideas to RM’s and clients, with help from IA, specialist team and the Head of Advisory Solutions

  • Date de prise de fonction
    01/07/2026
    Poste avec management
    Non
    Niveau d'étude minimum
    Bac + 3 / L3
    Formation / Spécialisation
    University degree holder with
    • Minimum of 8 years of financial markets experience with client facing/front line role. Private Banking experience with top tier international PB is an advantage
    Niveau d'expérience minimum
    11 ans et plus
    Compétences recherchées
    • Strong communication skills and sales technique
    • Mature, presentable and client friendly
    • Self-motivated and able to work independently
    • Good team player
    • Has an inquisitive mind and willing to learn new things and ideas
    Outils informatiques
    • Excellent and thorough understanding of financial products
    • In-depth knowledge of the financial markets and products with global macro perspective
    Langues
    Fluent in written and spoken English and Chinese with strong presentation skills

  • À propos d'Indosuez Wealth Management en Asie
    Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent à plus d'un siècle à Singapour et à Hong Kong, alors que se créaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, près de 220 experts conjuguent leur connaissance de l'environnement régional avec les vastes expertises et possibilités d'action du réseau mondial Indosuez Wealth Management et du groupe Crédit Agricole.

    En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.

Indosuez Wealth Management

Indosuez Wealth Management

Investment Advisor M/F

Publiée le 15/04/2026

Type de contrat :
CDI
  • 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong - Hong-Kong
  • Autres
  • 2026-111556

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