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Investment Advisor M/F

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Indosuez Wealth Management
📍 Hong Kong, Hong Kong
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Location Hong Kong
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Posted June 18, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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 ...

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    📍 Location Details

    🌆
    City
    Hong Kong
    🗺️
    Country
    Hong Kong
    🚗
    Commute
    Local Area

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