Investment Advisor, North Asia

Indosuez Wealth Management; Singapore; On-site; SGD 180,000 - 350,000; Full time

Job summary

Indosuez Wealth Management Singapore is seeking an experienced investment advisor reporting to the Head of Investment Solutions. You will provide proactive multi-asset investment advice directly to Ultra High Net Worth clients, family offices, and relationship managers across SEA and North Asia.

You will monitor portfolios with regular reviews, update clients with market-driven recommendations, coordinate with RMs to grow AUM, and ensure timely execution within risk controls.

Qualifications

• Degree in Accounting/Banking and Finance from a leading school.
• 10–15 years of wealth management investment advisory experience.
• CACS or CFA certification preferred.
• Knowledge of regulatory requirements and risk controls.
• Strong communication in English; Chinese is advantageous.

Responsibilities

• Provide proactive multi-asset investment advice to UHNW clients and RMs.
• Conduct regular portfolio reviews and adjust with market changes.
• Communicate portfolio updates and recommendations within risk framework.
• Execute and supervise client orders timely.
• Collaborate with MIS teams on campaigns and product initiatives.
• Stay compliant with legal and internal regulations.

Skills

Communication skills

Bilingual English/Chinese

Independent with teamwork

Education

Accounting/Banking and Finance degree

CACS & CFA certifications

Job description

Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of South East Asia/North Asia 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 Requirements

• 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 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
• Strong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.