Kerja Sepenuh Masa, Portfolio strategy management, Private Wealth Management di Randstad Singapore - Maukerja

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.
  

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )