Investment Advisor, Markets, Investments & Structuring Investment Advisor, Markets, Investments &  …

CA Indosuez (Switzerland) SA, Hong Kong Branch
in Hong Kong
Permanent, Full time
Last application, 12 May 21
Competitive
CA Indosuez (Switzerland) SA, Hong Kong Branch
in Hong Kong
Permanent, Full time
Last application, 12 May 21
Competitive
Posted by:
Louise FOO • Recruiter
Posted by:
Louise FOO
Recruiter
Investment Advisor, Markets, Investments & Structuring

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

Research/Advisory

  • 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

Key Requirements

  • Degree holder with a minimum of 8 years' relevant experience. Private Banking experience is an advantage
  • Strong communication skills
  • Self-motivated and able to work independently
  • Good team spirit
  • In depth knowledge of the financial markets and products
  • Fluent in written/spoken English and Chinese

·

CA Indosuez (Switzerland) SA, Hong Kong Branch logo
More CA Indosuez (Switzerland) SA, Hong Kong Branch jobs
More Jobs Like This
See more jobs
Close
Loading...
Loading...