Indosuez Wealth Management

Investment Advisor, NA M/F

Indosuez Wealth Management  •  Singapore, SG (Onsite)  •  2 hours ago
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Job Description


General information


Entity


Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.


Reference


2026-115007


Publication date


21/08/2026


Business type

Types of Jobs - Others


Job title

Investment Advisor, NA M/F


Contract type

Permanent Contract


Job summary

Reporting to the Head of Investment Solutions Singapore, you will be responsible for providing investment advisory to the clients and relationship managers (RMs) of North Asia (NA) 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 and Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia region.

Position location


Geographical area

Asia, Singapore


City


168 Robinson Road #23-03 Capital Tower 068912 Singapore

Candidate criteria


Minimal education level

Bachelor Degree / BSc Degree or equivalent


Academic qualification / Speciality

Minimum degree in relevant studies from leading Business Schools or Universities


Level of minimal experience

11 years and more


Languages

Chinese (Fluent)

Indosuez Wealth Management

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).

With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets.

Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 4,500 people in 16 locations around the world, in Europe, Asia-Pacific, America and the Middle East.

With 215 billion euros in assets under management (as of 31/12/2024), Indosuez Wealth Management is one of the world's leading wealth management companies.

The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital.

In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year.

#WeAreIndosuezGroup #Indosuez #WealthManagement #WealthandBeyond #ArchitectsofWealth #CFMIndosuez #CFM #wealth

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Paris, FR
Year Founded
Unknown
Website
ca-indosuez.com
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