Senior Private Wealth Multi-Asset Advisor

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

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.