Investment Advisor, NA M/F

Indosuez Wealth Management; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Indosuez Wealth Management Singapore seeks an experienced investment advisor to provide proactive guidance to Ultra High Net Worth clients and relationship managers. You will monitor portfolios, propose updates, and ensure timely execution of orders within the bank's framework.

The role requires deep knowledge of asset allocation and multi-asset solutions, with a background in wealth management and strong Chinese language skills for North Asia exposure.

Qualifications

• Minimum 10-15 years of experience in Wealth Management Investment Advisory.
• Experience covering NRI or region client segments.
• Strong knowledge of portfolio construction and asset allocation.
• Professional certifications such as CFA preferred.
• Proactive, autonomous, and collaborative in a team.

Responsibilities

• Provide proactive investment advice to Ultra High Net Worth clients and RMs.
• Perform regular portfolio reviews to reflect changing objectives.
• Proactively contact clients with portfolio updates and recommendations.
• Execute, confirm, and supervise client orders timely.
• Work with RMs to grow AUM and MIS product adoption.
• Collaborate with MIS teams on campaigns.
• Maintain knowledge to stay qualified for the role.

Skills

Investment advisory

Multi-asset class portfolios

Relationship management

Fluent English and Chinese

Education

Bachelor's degree in Accounting/Banking & Finance

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

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.

• 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
• 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong