Investment Advisor M/F

Indosuez Wealth Management

CDI Hong Kong, Hong Kong Financial Specialists

Posted:

June 12, 2026

Location:

Hong Kong, Hong Kong, Hong Kong

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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Job Overview

Job Type: CDI

Location: Hong Kong, Hong Kong

Posted: June 12, 2026

Deadline: July 22, 2026