Portfolio Manager / Senior Wealth Manager

About Us

Summit Peak Advisors is a specialized executive search firm exclusively retained by a premier, multi-billion-dollar alternative asset management firm headquartered in Singapore. Our client is a well-established industry leader known for its disciplined investment philosophy, institutional-grade platform, and long-term approach to wealth preservation and growth.

Role Overview

This role is dedicated to holistic portfolio management for high-net-worth individuals (HNWIs). It is not a product-driven or transactional sales position.

The successful candidate will be responsible for designing and managing comprehensive wealth strategies tailored to each client's objectives, risk tolerance, and cross-border considerations. The focus is on long-term capital preservation, sustainable growth, and strategic asset allocation across market cycles.

Compensation Package

Annual Total Compensation: S$180,000 S$320,000

(Inclusive of base salary, performance-based bonus, and additional benefits)

Key Requirements

1.Proven Asset Management Track Record

• Candidates must demonstrate a strong and verifiable history of managing client portfolios, including: Total AUM managed / Average AUM per client / Experience managing assets through multiple market environments, including at least one economic downturn

A disciplined investment process and evidence of consistent client outcomes will be critical evaluation factors.

2.Relevant Professional Certifications

• CFP (Certified Financial Planner) / AFP (Associate Financial Planner) / WM Core Certificate
• Fund / Securities / Futures practitioner qualifications
• Additional credentials such as CFA, CPA, or FRM are highly regarded

3.Core Competencies

• Financial Analysis: Strong analytical capability with the ability to interpret macroeconomic developments, assess market trends, and evaluate investment opportunities.
• Strategic Wealth Planning: Deep understanding of asset allocation logic, financial product structures, tax optimization, estate planning, and cross-border portfolio construction essential for serving sophisticated HNWI clients.
• Client-Centric Advisory: Ability to communicate complex financial strategies clearly and translate them into actionable, client-aligned solutions.

Assessment Criteria

Candidates will be evaluated on their strategic thinking and practical application skills.

For example, they may be asked:

In the current macroeconomic environment, how would you structure cash-equivalent allocations for high-net-worth clients

This assessment is designed to evaluate macro awareness, product knowledge, liquidity management principles, and the ability to make sound portfolio decisions under pressure.

How to Apply

Please submit your CV/resume and proven track record in one complete application.

Summit Peak Advisors is an equal opportunity recruitment firm. We celebrate diversity and are committed to creating an inclusive environment for all candidates.