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Investment Banking

Senior Investment Product Advisor Asia

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

For our Advisory Team in Hong Kong we are looking for a Senior Investment Product Advisor Asia.

Your challenge:

  • From idea generation to product execution to portfolio analysis to pre-expiry notification, the goal is to provide our clients a complete advisory package in investment products
  • Adhere to sales budget while acting as the first-line of defense to ensure sales activities are carried out according to regulations and internal guidelines in a 100% compliant way
  • Proactively steer communications with internal teams, e.g. Trading, Structuring, Back Office, to secure continuous support to deliver industry-leading services to Clients
  • Deepen relations with existing clients, as well as acquisition of new clients from your own network and cold calling
  • To grow and manage the advisory & Distribution team in Hong Kong


Your qualification:

  • Fluent in written and spoken Cantonese Chinese and English, fluency in Mandarin will be a big plus
  • Minimum 7 years of experience in structured/derivative products sell-side advisory, or combined 10 years of experience between buy and sell-side institutions, in Asia
  • Minimum 3 years of Team Leader experience
  • Can show and demonstrate commitment to join and build up a targeted Business

Only direct applications desired.

Isabel Mettler, Corporate Human Resources, +41 58 283 54 37

Take ownership and bring opportunities to life. Be Vontobel.
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