PORTFOLIO CONSULTANT

Join one of Singapore's most dynamic investment firms as it expands its exclusive private client division, in partnership with global investment leaders BlackRock, Fidelity, and Schroders. Backed by a strong private equity heritage, the firm delivers institutional-grade strategies to retail and high-net-worth clients seeking access to opportunities typically reserved for large institutions. This position offers a rare platform to craft sophisticated investment solutions, foster enduring client relationships, and contribute to a fast-growing firm redefining wealth management in Asia.

Preferred

• Experience within private banking or wealth management, with a verifiable track record of managing and growing a portfolio of retail investors and HNW relationships. The role is further supported by a consistent stream of qualified leads from the firm's established corporate partnerships.
• Practical experience in interpreting and applying investment research for financial products from leading global asset managers to inform investment strategy.
• A background that demonstrates exceptional interpersonal skills and the professional gravitas required to build rapport with investors, C-suite executives, and multi-generational families.
• Entry Level candidates, Financial Advisors, Relationship Managers, Private Bankers welcomed.

Required

Obtain or posses CFMAS certification.

Singaporean Permanent Resident or Citizen only

Compensation

$6,000 allowance + commission

$60,000 - $500,000 Buy Out Package for current High Performers

Immediate Start

Tap Apply or send your CV to:

[Confidential Information]

Mobile/Text: +65 8452 0693

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Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep

JOB Reference: PORTFOLIO CONSULTANT

EA Lic.24S2612, Reg. No. R23115462