UHNW NRI Wealth Advisor – Multi-Asset Portfolios

Crédit Agricole; 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

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.