Investment Advisor, NRI M/F

Crédit Agricole Group; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

Crédit Agricole Group in Singapore seeks an experienced Investment Advisor to provide proactive multi-asset guidance to NRI clients and RMs. You will monitor portfolios, propose informed updates, and ensure timely execution with risk controls. Collaborates with MIS teams to drive client engagement and AUM growth.

The role demands 10–15 years in wealth management, with exposure to India-linked segments, and a commitment to compliance and ongoing professional development.

Qualifications

• Wealth management investment advisory experience is required.
• Experience with NRI, India-linked, or South Asia clients preferred.
• Strong portfolio construction and asset allocation knowledge.

Responsibilities

• Provide proactive investment advice to Ultra High Net Worth clients and RMs.
• Regular portfolio reviews and updates in line with objectives and market conditions.
• Execute and supervise client orders with risk-controlled checks.
• Collaborate with RMs to grow AUM and MIS product adoption.
• Coordinate with MIS teams on campaigns and cross-sell opportunities.
• Maintain regulatory compliance and ongoing professional qualifications.

Skills

Portfolio construction

Asset allocation

Multi-asset advisory

Client communication

Fluent English

Hindi language

Regulatory compliance

Team collaboration

Education

Accounting/Banking and Finance degree

CACS

CFA

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) of Non-Resident Indian (NRI) 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; Hindi is a strong advantage and other Indian language capabilities due to market coverage which requires regular dealings with native-speaking clients across South Asia region.