RSS export of vacancies - Seulement les offres à la une : No / Pays : Asie-->Hong-Kong

2026-111556 - Investment Advisor M/F

Wed, 15 Apr 2026 02:38:53 Z

Entity : 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. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Business type : Types of Jobs/Others
Contract type : Permanent Contract
Position description :
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 full sets of MIS products. Conduct ad-hoc internal trainings. Provide RMs and Clients with MIS capabilities presentations and performance updates Perform portfolio reviews with RMs and clients Prepare portfolio proposals for existing and prospective clients Pro-actively interact with clients, providing them with advice and trade ideas and execute transactions Target maximum client retention and acquisition of assets via constant communication with clients/RMs Monitor large client’s positions/portfolios and advise adjustments if needed Monitor product penetration per asset class and formulate strategies and 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 Achieve clients’ specified financial goals for tagged accounts Manage clients’ expectation and to lead them to implement strategies that fit into their own financial goals Research/Advisory Be an expert and follow closely on market developments globally (all products) Produce high quality regular market updates and trade ideas to RM’s and clients, with help from IA, specialist team and the Head of Advisory Solutions

City : 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Minimal education level : Bachelor Degree / BSc Degree or equivalent

2026-110087 - Manager, Product Management & Governance M/F

Fri, 13 Mar 2026 02:52:11 Z

2025-106318 - Credit Analyst and Operational Risk Manager M/F

Fri, 28 Nov 2025 05:59:34 Z

Entity : 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. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Business type : Types of Jobs/Risk Management / Control
Contract type : Permanent Contract
Position description :
Job Summary: Dual Roles: (I) The Risks Analyst monitors and assesses risk management in relation to private banking activities. He or she monitors and controls private banking clients' commitments to the bank. He or she analyses credit applications and issues risk and ongoing monitoring opinions for client or prospective client counterparties. (II) The Operational Risk Manager is responsible for establishing, maintaining and strengthening the internal control framework within the bank, ensuring compliance with internal policies and Hong Kong Monetary Authority (HKMA) requirements. The role includes actively contributing to the bank’s governance through participation in / supporting to key committees and ad hoc projects to enhance operational control risk management practices. Key Responsibilities: For the credit analyst role Be part of the credit risk team to support credit assessment; Examine applications submitted by Relationship Managers (RMs); Analyze counterparties, mechanisms and credit granting conditions in accordance with the bank's criteria; Draft reasoned opinions for decision-making by authorized officers. For operational risk role Oversee all aspects of internal control and operational risk management activities; Act as a member of committees including Hong Kong New Activity & Product Committee and Hong Kong Operational Incident Committee, etc; Develop, implement and maintain the bank’s operational risk management framework in alignment with HKMA regulations and group standards; Work with relevant parties and prepare document to obtain the endorsement from the Group CRO/Management on the report for incidents and major issues to the HKMA; Identify, assess and monitor operational, compliance and financial risks across business and support units; Conduct regular control reviews, testing and risk assessments to evaluate process effectiveness; Oversee the remediation of control deficiencies and operational incidents within defined timelines; Prepare and present comprehensive control and risk management reports to senior management, governance committees and regulators; Liaise with internal and external auditors, compliance and Head Office’s risk management team; Promote a strong internal control culture and raise risk awareness throughout the organization; Perform and maintain the risk mapping of the HK Branch.

City : 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Minimal education level : Bachelor Degree / BSc Degree or equivalent