Senior UHNW Private Wealth Advisor (Multi-Asset)

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

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