💼 Full-Time Position

Investment Advisor M/F

🏢
Indosuez Wealth Management
📍 Hong Kong, Hong Kong Island, Hong Kong
📍
Location
Hong Kong, Hong Kong
📅
Posted
June 24, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Job summary

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 ...