Senior Investment Advisor

Lombard Odier Group

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

Posted 10/21/2026full-timeHong Kong • Hong KongSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset allocation and portfolio management, providing personalized investment advice and solutions across asset classes while maintaining strong client relationships and effective communication.

Highest-signal resume keywords

CFA CertificationAdvisory ServicesPortfolio ManagementAsset AllocationClient Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment StrategyMarket AnalysisRisk ManagementInvestment SolutionsPerformance MonitoringInvestment Ideas GenerationPortfolio AnalysisClient Acquisition SupportProactive Investment AdviceBottom-Up Investment Ideas

Soft Skills

Communication SkillsTeam PlayerFlexibilityAutonomyCommitment to Quality Service

Certifications & Qualifications

CFA

Industry Keywords

Private BankingAdvisory MandateFinancial RisksReputational RisksClient RelationshipsInvestment ForumsRisk BudgetsAdvisory ClientsMarket ViewsInvestment Objectives

About the role

Key responsibilities & impact

Contribute to the development of the Advisory mandate by providing private clients and bankers with proactive investment advice aligned with the Bank's investment strategy
Establish strong relationships with advisory clients and help them achieve investment objectives within defined risk budgets
Provide proactive asset allocation recommendations and bottom-up investment ideas
Support growth of the Advisory mandate by partnering with private bankers during client acquisition
Provide personalized and suitable investment advice to advisory clients
Monitor advisory portfolios, including asset allocation, risk budget and performance
Provide regular portfolio reviews to clients
Support bankers during client acquisition through advisory-service presentations and portfolio analysis
Present market views and investment strategy to bankers, clients and prospects
Help transition execution-only clients to advisory services
Contribute to internal investment forums and the continuous development of the advisory offering
Generate investment ideas and solutions across all asset classes

Requirements

What you’ll need

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

Benefits

Comp & perks

Diverse and inclusive work environment
Internal mobility opportunities
Individual upskilling programs
Commitment to personal and professional aspirations