Sector: Family Office / Wealth Management
Location: Singapore
Job Type: Permanent
About Our Client
Our client is an established independent wealth and investment management platform serving sophisticated UHNW clients and families.
The firm is looking to appoint a senior investment professional to take direct ownership of discretionary and advisory portfolios across public markets. This is a hands-on front-office role within a lean and entrepreneurial environment.
Key Responsibilities
- Own portfolio performance, risk and asset allocation across equities, fixed income and multi-asset strategies
- Construct, monitor and rebalance discretionary and advisory portfolios
- Conduct investment research and due diligence across public markets, ETFs and funds
- Develop actionable investment ideas and take ownership of implementation and results
- Lead investment discussions with clients, presenting market views and portfolio recommendations
- Partner with client advisors on investment proposals and portfolio reviews
- Enhance investment processes, portfolio analytics and reporting frameworks
- Maintain strong governance and documentation across investment decisions
Requirements
- Minimally 10–15 years of investment experience across private banking, asset management, family offices or institutional portfolios
- Proven hands-on portfolio management and performance ownership
- Strong expertise in equities and/or multi-asset portfolio construction
- Comfortable engaging directly with sophisticated UHNW clients
- Bloomberg, FactSet or portfolio analytics experience advantageous
- Strong communication skills in English and Mandarin essential to liaise with chinese stakeholders on a regular basis
- Entrepreneurial, decisive and comfortable operating within a lean team
Application Process
Interested candidates should submit their resume, together with their portfolio performance track record, to Sarah Sim at [Confidential Information], quoting the job title. Only shortlisted candidates will be contacted.
