Indosuez Wealth Management
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
Get familiar with IWM investment methodology for security selection/asset allocation Educate Relationship Managers (“RM”) and IWM colleagues on the ...
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Investment Advisor M/F
Description
Job summary
Outline of the Position:
Key Responsibilities:
Investment Advisor - Support acquisition of AUM/Increase revenues at IWM HK