- Singapore
Working Location
Job Description
Responsibilities
about the job.
Drive client portfolio strategy and deliver tailored asset allocation advice in partnership with senior client advisors for high-net-worth individuals.
Design customized, multi-asset portfolio structures aligned with individual risk profiles, liquidity requirements, and long-term financial goals.
Translate macroeconomic insights and house investment views into actionable tactical asset allocation strategies.
Conduct regular portfolio evaluations to optimize diversification, enhance risk-adjusted returns, and recommend timely rebalancing.
Partner with relationship managers and client advisors to present strategic investment recommendations during client consultations.
Ensure all portfolio advice strictly adheres to internal governance, suitability standards, and regulatory requirements.
skills and experience required.
Strong background in private banking, wealth management, asset management, or investment advisory.
Proven expertise in global financial markets, multi-asset portfolio construction, and strategic asset allocation.
Demonstrated success in advising high-net-worth or ultra-high-net-worth clients alongside senior relationship teams.
Exceptional communication skills with the ability to articulate complex market concepts clearly to sophisticated investors.
Degree in Finance, Economics, Business, or a related field; professional designations such as CFA, CAIA, CFP, or FRM are advantageous.
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.