Investment Advisor, NA M/F

Indosuez Wealth Management; Hinoba-an; On-site; PHP 1,500,000 - 2,300,000; Full time

Job summary

Indosuez Wealth Management is seeking a seasoned Investment Advisor to provide proactive multi-asset advisory for Ultra High Net Worth clients and their relationship managers in the North Asia team. The role requires deep portfolio construction and asset allocation expertise, with 10–15 years of wealth management experience and fluency in English and Chinese.

The incumbent will monitor portfolios, propose updates within risk controls, and collaborate with RMs to promote AUM growth and MIS

Qualifications

• Bachelor degree in Accounting/Banking and Finance from leading Business Schools or Universities.
• Minimum 10–15 years of working experience in Wealth Management Investment Advisor.
• Prior experience covering NRI, India-linked, or South Asia client segments in private banking or wealth management.

Responsibilities

• Provide pro-active investment advice on multi-asset-class portfolios to UHNW clients and RMs.
• Conduct regular portfolio reviews to align with client objectives and market changes.
• Deliver timely execution, confirmation and supervision of orders.
• Collaborate with RMs to drive AUM and MIS product acquisition through client meetings and proposals.
• Coordinate with MIS teams on campaigns and cross-team initiatives.
• Maintain knowledge to stay qualified for the role and comply with regulations.

Skills

Portfolio construction

Asset allocation

Multi-asset advisory

English

Chinese

Team collaboration

Education

Bachelor degree in Accounting or Banking/Finance

Leading business school degree

Job description

Reporting to the Head of Investment Solutions Singapore, you will be responsible for providing investment advisory to the clients and relationship managers (RMs) ofNorth Asia (NA) team.

KEY RESPONSIBILITIES

• Provides pro-active investment advice on multi-asset-class portfolios directly to Ultra High Net Worth Private Clients / Family Offices / RMs
• Monitors client portfolios on a regular basis by performing regular portfolio reviews for clients and RMs, according to clients’ changing investment objectives and needs, as well as macro and market changes
• Pro-actively contacts clients with meaningful portfolio updates and provides investment recommendations that are within the clients’ and bank’s recommendation framework from a portfolio context and with disciplined / risk-controlled checks in place
• Responsible for timely and adequate execution, confirmation and supervision of orders given by the client
• Partners with RMs to engage in Asset Under Management (AUM) and Markets & Investment (MIS) products acquisition via various marketing activities (eg. Client meetings, presentation, investment proposals etc…)
• Collaborates closely with other MIS teams on campaigns
• Have a good understanding of all asset class to provide all-rounded solutions to RMs and Clients
• Comply with all applicable legal, regulatory and internal compliance requirements
• Maintain appropriate knowledge to ensure the advisor is fully qualified to undertake the role

KEY REQUIRMENTS

• Relevant degree in Accounting/Banking and Finance from leading Business Schools or Universities
• Minimum 10-15 years of working experience and 10 years of relevant experience in Wealth Management Investment Advisor
• Prior experience covering NRI, India-linked, or South Asia client segments in Private banking or Wealth management
• Strong understanding of portfolio construction, asset allocation, and multi-asset advisory
• Additional certification such as CACS & CFA is preferred
• In-depth understanding and observance of control, risk and banking regulations
• Autonomous but able to collaborate as a member of a team
• Open-minded, flexible and curious to learn new things
• Fluent written and spoken English and Chinese due to market coverage which requires regular dealings with native-speaking clients acrossNorth Asia region.

Geographical area

City

Bachelor Degree / BSc Degree or equivalent

Minimum degree in relevant studies from leading Business Schools or Universities

Level of minimal experience

11 years and more

Languages

Chinese (Fluent)

General information

Entity

Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.