UHNW Multi-Asset Investment Advisor

Crédit Agricole SA

Hinoba-an

On-site

PHP 7,385,000 - 11,077,000

Full time

14 days+

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Job summary

Indosuez Wealth Management Asia seeks a senior Investment Advisor to provide proactive multi-asset guidance to Ultra High Net Worth clients and RMs across North Asia. You will collaborate closely with private bankers, monitor portfolios, and present well-structured investment ideas to meet objectives and comply with framework guidelines.

The role requires deep knowledge of asset classes, strong risk discipline, and fluency in English and Chinese to engage clients across markets.

Qualifications

Bachelor degree in finance or related field from a leading institution.
10–15 years of wealth management/investment advisory experience.
Experience with NRI/India-linked or South Asia client segments.
Strong knowledge of portfolio construction and multi-asset advice.

Responsibilities

Provide proactive multi-asset investment advice to UHNW clients and RMs.
Review client portfolios regularly to align with objectives and market changes.
Notify clients with portfolio updates and investment recommendations within a framework.
Ensure timely order execution, confirmation, and supervision.
Collaborate with RMs to grow AUM via client meetings and proposals.
Work with MIS teams on campaigns to promote investments.
Maintain broad asset-class knowledge to offer comprehensive solutions.
Adhere to applicable laws, regulations, and internal controls.
Keep qualifications up-to-date to perform effectively.