Investment Advisor, NRI M/F

Reporting to the Head of Investment Solutions Singapore, you will be responsible for providing investment advisory to the clients and relationship managers (RMs) of the Non-Resident Indian (NRI) team.

Key responsibilities

• Provide proactive investment advice on multi-asset-class portfolios directly to ultra-high-net-worth private clients, family offices, and RMs.
• Monitor client portfolios regularly by performing portfolio reviews according to clients’ changing investment objectives and needs, as well as macroeconomic and market changes.
• Proactively contact clients with meaningful portfolio updates and provide investment recommendations within the clients’ and bank’s recommendation framework, using portfolio-context analysis and disciplined, risk-controlled checks.
• Ensure timely and adequate execution, confirmation, and supervision of client orders.
• Partner with RMs to support acquisition of Assets Under Management (AUM) and Markets & Investment (MIS) products through client meetings, presentations, investment proposals, and other marketing activities.
• Collaborate closely with other MIS teams on campaigns.
• Maintain a good understanding of all asset classes to provide comprehensive solutions to RMs and clients.
• Comply with all applicable legal, regulatory, internal compliance, control, risk, and banking requirements.
• Maintain appropriate knowledge to remain fully qualified for the role.

Key requirements

• Relevant degree in accounting, banking, or finance from a leading business school or university.
• Minimum 10–15 years of working experience, including 10 years of relevant experience as a 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 certifications such as CACS and CFA are preferred.
• Autonomous, while 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, as are other Indian languages.

Indosuez Wealth Management has a strong foundation in Asia and is part of the Crédit Agricole group. The group is committed to diversity and inclusion, and all positions are open to people with disabilities.