Investment Advisor; NRI M/F

Job Summary

• Reporting to the Head of Investment Solutions 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 UHNW private banking and provide investment recommendations in line with the market context and with the client’s mandates in the areas of discretionary and non-discretionary advised portfolio allocation.
• Regularly create new investment concepts and monitor, update and modify investment strategy.
• You will be reporting in close collaboration with the RMs, RMs and Client Relationship Officer teams.
• The role comes with both advisory and marketing responsibility. These responsibilities will be discussed with clients and RMs at the beginning of the engagement based on each client mandate.
• You’ll participate in managing our markets and institutions clients’ investment products (primarily AIFs) based on the guidelines given by the clients, with the support of:
  • Asset Management
  • CA Indosuez (Switzerland) SA – Head Office and Branch Office in Hong Kong – Private Bank

Key Responsibilities

• Provides pro-active 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
• Creates new investment concepts and monitors, update and modify investment strategy
• Pro-actively 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 good understanding of all asset classes to provide all-rounder solutions to our multi-asset class clients
• Comply with all applicable legal, regulatory and internal compliance requirements
• Maintain appropriate knowledge to ensure the advisor is fully qualified to undertake all the key mandated tasks
• Maintain close and regular contact with CIPS/IMA/IMAB to coordinate activities and provide for any regulatory compliance follow-up
• Continues education and training on professional and technical areas

Key Requirements

• Relevant degree in Accounting/Bookkeeping and Finance from leading Business School or Universities
• Minimum 10-15 years of working experience and 10 years of relevant experience as an Investment Advisor
• Prior experience covering NRI India-linked and South Asia client segments in Portfolio Management
• Strong understanding of portfolio construction, asset allocation, and multi-asset class investment experience and ability to recommend suitable solutions
• Additional certification such as CACS & CFA is preferred
• In-depth understanding and observance of credit, risk and banking regulations
• Autonomous but able to collaborate as a member of a team

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: Hindi (Fluent)