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Moteur de recherche d'offres d'emploi Indosuez Wealth Management

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

Contract type

Permanent Contract

Management position


Job summary

Outline of the position:

  • Support a frontline team of Relationship Managers  (RM) by providing advice to clients, interact with RM’s and clients alike in order to review portfolio’s, execute clients orders, make portfolio proposals;
  • Ensure compliance with both internal and external requisite compliance requirements and conduct the business in a professional manner;
  • Meet the requirements in order to become and remain licensed for Type 1, 4 and 9 regulated activity under the Securities and Futures Ordinance (“SFO”) within the geographic coverage, Hong Kong.

Key Responsibilities

Investment counseling - 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 breadth of MIS products. Conduct ad-hoc internal training.
  • Provide RM’s and Clients with MIS capabilities presentations and performance updates
  • Perform portfolio reviews with RM’s and clients
  • Make portfolio proposals for existing and prospective clients
  • Actively interact with clients, providing them with advice and trade ideas and execute transactions
  • Target maximum clients retention and acquisition of assets via constant communication with clients/RM’s
  • Monitor large client’s positions/portfolios and advise adjustments if needed
  • Monitor product penetration per asset class and formulate 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 


  • Be an expert and up to date on market developments for Asia (all products)
  • Help, together with fellow IA’s and the Head of Investment Advisors to produce regular market updates, publications and presentations on Asian markets to RM’s and clients


Position localisation

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 in Banking and Finance or other related discipline

Level of minimal experience

6-10 years


A minimum of 8 years' relevant experience in Private Banking.

Required skills

- Strong communication skills
- Self-motivated and able to work independently
- Good team spirit

Technical skills required

In depth knowledge of the financial markets and products


Fluent in written/spoken English and Chinese