Investment Advisor - Wealth Management

Expiring today

LCA Solutions Limited
Hong Kong, Hong Kong
May 28, 2022
Jun 27, 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Looking for the next logical step in your career?

Join our Award Winning, Multi Family Office Boutique, started in 2010 by passionate veterans of the Private Banking Industry.

As we expand our operations, we are looking to add an Investment Advisor to our Wealth Management team to help relationship managers handle existing HNW and corporate clients.

As a "One Stop Solution Centre", we aim to service the families' traditional wealth management needs but also provide corporate advisory solutions for their family business as well as consultancy needs for all their other issues.

Our wide range of services include advisory or discretionary mandates on liquid investments, direct investment opportunities to attract the interest and nurture the entrepreneurial spirit of the next Gen as well as traditional corporate advisory solutions to either expand the family business by sourcing acquisition targets or strategic investors or monetizing the family business enabling it to expand its family legacy.

We also provide our clients with a forum to source answers to the numerous non-financial issues they face (succession, legal structuring, family governance, overall review and advice etc.) for which we offer consultancy services in order for them to adequately address these issues.

If interested, visit our website for a better understanding of who we are and get in contact with us.


  • Compile and analyze investment views and market outlook from a number of sources provided to you such as investments houses, private banks, Bloomberg, Reuters and Morning Star Data base.
  • Generate investment ideas and pitchbooks of such based-on house view across all asset classes and all product ranges i.e., equities, fixed income, alternative investments, funds, structured products etc.
  • Assist in providing advice on multi-asset-class portfolios and monitoring of their performance both on advisory and discretionary basis.
  • Assist in maintaining appropriate regulatory records (product suitability, DPM minutes, Key Fact Statements) and conducting client portfolio review as required.

  • Competitive compensation and benefits in line with industry
  • Small team atmosphere, with multi-Cultural team members, serving international clients with a "One Stop Solution" approach and a "can do" attitude.
  • Mentoring benefits by direct access and daily Interaction with 30-year Senior industry veterans.
  • Nice working environment located in Central with appropriate tools such as Bloomberg, Reuters and Morning Star data bases.
  • As a boutique, we focus on servicing a wide range of the needs of a limited number of clients which enables you to have enough time to efficiently understand and service them.
  • Operate out of Hong Kong but Also ASIC approved for Australia while our custodian banks can be in booking centers all over the world.

  • 5-10 years' relevant work experience in either a Private Bank, Multi Family Office, Wealth Management or Asset Management company.
  • Sound knowledge of private banking/wealth management products, procedures and services.
  • Qualified to work in Hong Kong with appropriate SFC/HKMA licenses for Regulated Activities such as Type 1, 4 or 9.
  • Bachelor's degree or above
  • Self-motivated, able to deliver with a strong marketing and customer focused mindset.
  • Excellent English and Cantonese communication skills with additional Mandarin proficiency being a plus.

Interested candidates, please send an updated CV to .

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