Entity
About Indosuez Wealth Management in Asia
Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2026-111556
Publication date
15/04/2026
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
University degree holder with
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