Portfolio Investment Solution Director (HNW, Advisory & Sales)

Brief Summary:

Join a dynamic team where you will leverage your wealth management expertise to engage affluent clients and facilitate investment solutions. This role offers the opportunity to build lasting relationships and shape personalized portfolio strategies.

Responsibilities:

• Market and distribute Model Portfolios to affluent individuals, family offices, associations, and corporate clients.
• Collaborate with sales advisors to position Model Portfolios as essential portfolio solutions.
• Conduct product briefings and client presentations to explain portfolio construction, risk profiles, and investment rationale.
• Develop new client prospects while nurturing existing relationships.
• Work closely with investment and product teams to provide comprehensive wealth solutions tailored for clients.

Requirements:

• Degree in Finance, Business, or a related field.
• 10-12 years of relevant experience in wealth management sales or asset management.
• Strong track record in client acquisition and relationship management.
• Comfortable with proactive prospecting and cold calling.
• Ability to communicate investment ideas effectively to non-specialist clients.
• Working knowledge of asset allocation, diversification, and portfolio risk concepts.

Interested candidates who wish to apply for the advertised position, please click on Apply. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOL Singapore Pte Ltd)

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