Investment Advisor; NRI (M/F)

Job Summary

• Reporting to the Head of Investment Solutions in Singapore, you will be responsible for providing investment advisory services to clients based on their risk appetite and investment objectives.
• You will support clients from family offices and ultra-high-net-worth (UHNW) private banking and provide investment recommendations in line with market conditions and the clients’ mandates in the areas of discretionary and non-discretionary advised portfolio allocation.
• Regularly develop new investment concepts and monitor, update, and modify the investment strategy.
• You will work closely with the RM, RM, and Client Relationship Officer teams.
• The role involves both advisory and marketing responsibilities. These responsibilities will be discussed with clients and relationship managers at the beginning of the engagement, based on each client’s mandate.
• You will help manage the investment products (primarily AIFs) of our markets and institutions clients in accordance with the clients’ guidelines, with the support of:
  • Asset Management
  • CA Indosuez (Switzerland) SA – Head Office and Branch Office in Hong Kong – Private Bank

Key Responsibilities

• Provides proactive investment advice on multi-asset-class portfolios directly to clients based on their needs
• Monitors client portfolios on a regular basis by performing regular portfolio rebalancing and performance reviews
• Develops new investment concepts and monitors, updates, and modifies investment strategies
• Proactively contacts clients with meaningful portfolio updates and provides local investment insights
• Partners with RMs to engage in Asset Under Management (AUM) and Markets transactions
• Responding to Client Investment Orders in a Timely Manner
• Collaboration with other RMs on campaigns
• Have a solid understanding of all asset classes to provide comprehensive solutions to our multi-asset-class clients
• Comply with all applicable legal, regulatory, and internal compliance requirements
• Maintain the necessary knowledge to ensure that the advisor is fully qualified to perform all key mandated tasks
• Maintain close and regular contact with CIPS/IMA/IMAB to coordinate activities and ensure any necessary follow-up regarding regulatory compliance
• Continuing education and training in professional and technical fields

Key Requirements

• Relevant degree in accounting/bookkeeping and finance from a leading business school or university
• At least 10–15 years of work experience and 10 years of relevant experience as an investment advisor
• Prior experience serving NRI and India-linked client segments, as well as South Asian client segments, in portfolio management
• A strong understanding of portfolio construction, asset allocation, and multi-asset-class investment experience, along with the ability to recommend suitable solutions
• Additional certifications, such as CACS and CFA, are preferred
• In-depth understanding of and compliance with credit, risk, and banking regulations
• Autonomous but able to collaborate as a member of a team

Candidate Criteria

• Minimum education level: Bachelor's degree / B.S. degree or equivalent
• Academic Qualifications / Specialization: Minimum degree in a relevant field from a leading business school or university
• Minimum experience required: 11 years or more
• Languages: Hindi (Fluent)