Indosuez Wealth Management vacancy search engine

Investment Advisor M/F

Vacancy details

General information


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.



Publication date


Position description

Business type

Types of Jobs - Others

Job title

Investment Advisor M/F

Contract type

Permanent Contract

Expected start date


Management position


Job summary

Outline of the Position:

  • Support frontline team of RMs 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


  • 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 Investment Solutions 

Position location

Geographical area

Asia, Hong Kong


29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong  Hong-Kong

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

University degree holder

Level of minimal experience

6-10 years


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

Required skills

  • 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

Technical skills required

  • Excellent and thorough understanding of financial products
  • In-depth knowledge of the financial markets and products with global macro perspective


Fluent in written and spoken English and Mandarin with strong presentation skills