UHNW Investment Advisor – North Asia (Multi-Asset)

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

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.