About the job

FIM Relationship Managers (RMs) are supported by Investment Advisory team (IA) on all functions relating to investments. The scope of IA coverage include capital markets products (stocks, bonds, FX, equity structured products, complex structured products, etc); fund solutions including alternatives (hedge funds, private equities); mandate solutions; and all other strategic solutions to grow the overall FIM business.

Financial Intermediaries (FIM) is a newly structured standalone front-office division to focus on growing the business of financial intermediaries.

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers to engage with FIM clients to provide investment advisory services to FIM clients of the bank.

There will be regular engagement with FIM clients to communicate on the various views across multi asset classes. You will partner with Relationship Managers on client meetings to articulate investment ideas and concepts relevant to the current market conditions, and in anticipation of expected market outlook. You will participate in product idea generation and solutions at the team-level and will ensure adherence to internal and external regulations and policies at all times.

Besides bring proficient in investments in general, key attributes of an Investment Advisor include quantitative ability; an analytical mindset; strong interpersonal and teamworking skills.


  • Bachelor’s Degree in any quantitative discipline
  • At least 10 years of solid work experience in the financial industry, within an investment advisory position
  • CFA charter holder is considered favourably; CACS certification is desirable
  • Strong knowledge of products across asset classes
  • Strong interpersonal and communications skills
  • Possess a future-oriented mindset and always striving to innovate and adapt to changes
  • Strong understanding of the inter-dependencies within the team and able to collaborate effectively across departments
  • Able to thrive in a fast paced environment and remain empathetic, passionate and resilient


Submit your application to quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.