Senior Investment Advisor - Hong Kong

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
 

With a history spanning over 230 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
 

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

A career at Lombard Odier means working for a renowned global wealth and asset manager and a leader in sustainable investing. An innovative bank of choice for private and institutional clients, our Firm is independently owned and one of the best-capitalised banking groups in the world, managing over CHF 300 billion and operating from over 25 Offices across 4 continents. With a history spanning over 229 years, Lombard Odier is an investment house providing comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. “Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through 40 financial crises by re-evaluating the world around us and we constantly rethink the world around us to provide a fresh investment perspective for our clients.

With more than 200 professionals, our Investment Solutions department is in charge of providing sophisticated and personalized investments proposals to our private clients, we are looking for a Senior Investment Advisor in Hong Kong.

YOUR ROLE

• Contribute to the development of our Advisory mandate by providing private clients and bankers with proactive investment advice in line with the Bank's investment strategy.

• Establish strong relationships with our advisory clients and help them achieve their investment objectives within their defined risk budget. Provide them with well-articulated and proactive asset allocation recommendations and bottom-up investment ideas.

• Contribute to the growth of our Advisory mandate by teaming up with our private bankers during the client acquisition process.

Target Markets: North Asia

Investment advice and portfolio management:

• Provision of personalized and suitable investment advice to advisory clients

• Ongoing monitoring of advisory portfolios (asset allocation, risk budget, performance)

• Provision of regular portfolio reviews to clients

Broader investment support to our clients and bankers

• Support bankers in the client acquisition phase (presentation of the advisory service, ad hoc portfolio analysis, etc.)

• Presentations of market views and investment strategy to bankers, clients and prospects

• Help in the transition of execution-only clients to advisory services

Generate investment ideas and contribute to advisory publications:

• Contribute to internal investment forums

• Contribute to the continuous development of our advisory offering

• Generate investment ideas and solutions across all asset classes

YOUR PROFILE

• University education and/or recognized diploma in Investments (CFA)

• Minimum 8-12 years’ experience in an advisory (or portfolio management) function in a private banking environment

• Very good knowledge of asset allocation and portfolio management

• Extensive knowledge of markets across asset classes and investment solutions.

• Excellent client presentation and communication skills • Ability to work under pressure, flexibility and autonomy. Team player

• Confidentiality, ethics, commitment to providing quality service and building strong relationships

• Good understanding of financial and reputational risks

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.