Real Estate Manager, Wealth Management M/F
CA Indosuez Wealth
168 Robinson Road #23-03 Capital Tower 068912 Singapore
44d ago


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.

Job summary

Markets, Investment and Structuring (MIS) within CA Indosuez Wealth Management is composed of ten global products and service lines : Discretionary Portfolio Management, Advisory / Direct Access, Private Equity, Structured Products, FX & Precious Metals, Funds, Corporate Solutions, Wealth Structuring, Credit Structuring, Real Estate.

Mission :

In charge of the real estate financing service for clients of Indosuez Wealth Management in Singapore and Hong Kong.

Key Responsibilities :

  • Establish the role as the local centre of expertise for real estate and the single point of entry for all real estate financing demands
  • Review and analyse all credit related information provided by the Wealth Manager and / or the client
  • Assess the feasibility of the credit based on approved criteria
  • Provide support and advice on the structuring of the credit file and propose financing terms and conditions in line with the bank’s policy
  • Perform property valuations and liaise with external real estate experts to obtain ad hoc independent valuations
  • Prepare real estate memos providing opinion on the real estate and recommendation to the bank deciding bodies
  • Coordinate with all internal and external counterparties involved in the credit process
  • Liaise with lawyers / notaries for the drafting of the contact and taking of appropriate securities
  • Conduct annual review of the financing files
  • Maintain up to date knowledge of the Singapore and Hong Kong property markets
  • Monitor the statistics and performance of the real estate credit offering and make regular reports to the Head of the Real Estate Line in Geneva, Switzerland
  • Undertake marketing effort to promote the real estate financing offering to Wealth Managers and clients
  • Opportunity to expand the role to investment advisory service
  • City

    168 Robinson Road #23-03 Capital Tower 068912 Singapore

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

  • Business degree with specialization in banking / real estate
  • Level of minimal experience


  • At least 5-7 years working experience in a real estate financing role
  • Required skills

  • Highly motivated and strong willingness to develop the real estate credit offering
  • Excellent interpersonal and analytical skills
  • Commercial acumen while strictly respecting internal rules and local regulations
  • Ability to work independently and proactively
  • Technical skills required

  • Good knowledge of the Singapore / Hong Kong property markets
  • Understanding of real estate investment fundamentals
  • Languages

  • Excellent command of written and spoken English. French language a plus.
  • Apply
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