Job description

Job Title: Portfolio Manager

Location: Pickering Street

Employment Type: Full-Time

We are seeking a qualified and driven Portfolio Managers to join our growing wealth management team in Singapore. In this role, you will provide personalised investment guidance to individual and institutional clients, helping them build and manage portfolios aligned with their financial goals.
 

Key Responsibilities

• Assess clients’ financial situations, investment objectives, risk appetite, and time horizons to develop tailored investment strategies

• Tailoring of suitable financial portfolios for your clients to achieve their goals 

• Monitor client portfolios on an ongoing basis and proactively rebalance in response to market conditions or changes in client circumstances

• Conduct in-depth market research and analysis to identify investment opportunities and risks

• Prepare and present investment proposals, financial portfolio reviews, and performance reports to clients

• Maintain accurate and up-to-date client records in accordance with KYC (Know Your Client) and AML (Anti-Money Laundering) requirements

• Build and maintain long-term client relationships through regular communication and exceptional service

• Stay current on global economic trends, capital markets developments, and regulatory changes

• Collaborate with internal teams including research, compliance, and operations to deliver a seamless client experience

Requirements

• Minimally Diploma or Undergraduate

• Positive learning attitude

• PR or Citizen

Skills & Competencies

• Strong knowledge or interest of financial markets, investment products, and portfolio construction principles

• Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly to clients

• High level of integrity, professionalism, and client-centricity

• Proficiency in financial planning concepts and portfolio management systems

• Bilingual ability (English and Mandarin or another regional language) is an advantage for serving a diverse client base

What We Offer

• Competitive salary with performance-linked bonuses

• Support for professional certifications and CPD training

• Collaborative, high-performance work environment

• Opportunities for career progression into management

Interested applicants to reach out directly to me.