[réf. x68719121] Investment Advisor M/F - Crédit Agricole

Description du poste

Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of Greater China/North Asia team.

• 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

• Minimum degree in relevant studies from leading Business Schools or Universities
• Minimum 10-15 years of working experience and 10 years of relevant experience in Wealth Management Investment 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
• Strong written and verbal communication skills in English, as well as Business Chinese due to market coverage which requires regular dealings with native-speaking clients across the North Asia region.

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Investment Advisor M/F

Il y a 3 heures

• Allier (03)
• CDI
• Temps Plein
• Secteur : Banque, Finance, Assurances
• Expérience requise : 6-10 ans , 11-20 ans
• Langues souhaitées : Anglais , Chinois
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L'entreprise : Crédit Agricole

Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent à plus d'un siècle à Singapour et à Hong Kong, alors que se créaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, près de 220 experts conjuguent leur connaissance de l'environnement régional avec les vastes expertises et possibilités d'action du réseau mondial Indosuez Wealth Management et du groupe Crédit Agricole.

• Voir toutes les offres Crédit Agricole

Description du poste

Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of Greater China/North Asia team.

• 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

• Minimum degree in relevant studies from leading Business Schools or Universities
• Minimum 10-15 years of working experience and 10 years of relevant experience in Wealth Management Investment 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
• Strong written and verbal communication skills in English, as well as Business Chinese due to market coverage which requires regular dealings with native-speaking clients across the North Asia region.

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Référence : 2024-94219

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