Discretionary Portfolio Manager

A top tier wealth management firm is looking to hire a high caliber investment professional to join their Investment division. This role will sit in team of dedicated discretionary investment professionals responsible for managing affluent clients’ investable assets.

Key responsibilities

  • Part of the Investments Products & Solutions team for Private Wealth Management Providing investment and multi asset related strategies to HNW in selecting, construct and asset allocation to manage their portfolio.
  • Provide high quality, professional investment knowledge and advice to help align asset allocation with client profiles and objectives.
  • Manages and reviews bespoke and highly customized portfolios for Ultra-High-Net-Worth and Family Offices (including cash management and hedging solutions etc).
  • Provide effective investment strategies for clients and contribute ideas to the development of strategy.
  • Proactively manage own performance in accordance with firm’s performance management approach.
  • Support Client Directors to help build relationship with existing client to deliver high retention rates.
  • Plays an active role in developing and enhancing the mandate product shelf to ensure that investment offerings are current and relevant to client needs.

Requirements

  • This role holder will be an experienced Portfolio Manager who has a track record in Fixed Income or Equities Portfolio Management, risk management and managing a book of business as well as an experienced team leader with a proven track record in growing, motivating, performance managing.
  • The person will be a “thought leader” in the business, contributing actively and effectively to our investment process, marketing the capabilities of Investments Products & Solutions team and bringing the “best” to HWI and prospects by representing the investment process to all stakeholders.
  • The role holder will have accountability for ensuring that their direct or indirect team manage portfolios and deliver the service aligned with the proposition. This will be a high quality service to the Relationship Managers and their clients.
  • The successful candidate will be expected to assist team members and the senior bankers with the acquisition and retention of significant clients.

To Apply:

Interested candidates may send their CV to Wai Leong at cl@chris-consulting.com (Reg. no. R1103945) quoting the job title in the Subject line. We regret that only shortlisted candidates will be notified.

Chris Consulting Pte Ltd
60 Paya Lebar Road #13-34
Paya Lebar Square, Singapore 409051

We regret that only short listed candidates will be notified.

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