Company Overview
Invest Partners Capital Group Pte. Ltd. (IPCG) is a Capital Markets Services Licensee (Fund Management) company issued by Monetary Authority of Singapore (MAS). Established in February 2016 by a team of senior financial professionals, we provide a bespoke and comprehensive platform to enhance and preserve the wealth of our ultra-high net worth clients and their families. IPCG has extensive partnerships and networks with our clients and business partners. We manage financial assets with various private banks and financial institutions to best navigate the changing regulatory environments and unpredictable markets.
Job Summary
Lead portfolio management and client relationship strategies for ultra-high net worth individuals, delivering discretionary and advisory wealth management solutions that drive asset growth and preserve client legacies.
Responsibilities
- Manage portfolios on a discretionary and advisory basis to optimize asset growth and risk-adjusted returns for ultra-high net worth clients
- Establish and administer dedicated funds tailored to client needs, ensuring compliance with regulatory and fiduciary standards
- Develop and implement family office and legacy planning strategies that align with clients long-term wealth preservation goals
- Deliver trust and fiduciary services with a focus on safeguarding client assets and fulfilling legal obligations
- Engage proactively with clients to maintain comprehensive coverage of all relationships through risk profiling and personalized financial planning
- Analyze clients businesses and sources of wealth to provide informed, strategic advice that supports sustainable asset development
- Drive revenue generation by expanding assets under management (AUM) and deepening client relationships within a book size of USD 300 to 500 million
- Maintain up-to-date knowledge of private banking and wealth management products, rules, regulations, and current financial market trends to ensure compliant and competitive service delivery
Required competencies and certifications
- Professional degree or master's degree in Finance, Banking, or equivalent field
- Minimum 8-10 years of experiences in Private Banking or Wealth Management supporting high net worth individuals
- Demonstrated expertise in private banking products, regulatory frameworks, and financial markets landscape
- Proven track record of managing AUM between USD 300 to 500 million with consistent asset growth and revenue generation
