Equities Portfolio Manager – Wealth Management (Vice President)

Responsibilities:

  • Develop the group’s Equities advisory business
  • Provide high quality and active advisory to HNW clients and RMs by ensuring efficient handling of Equities requests
  • Work closely with the Equities product manager and treasury specialists to deliver the right Equities solution to our clients via our client advisors
  • Prepare and present investable Equities recommendations including product development, defining product strategy and implementing advisory and sales activities.
  • Ensure Relationship managers and clients receive timely updates on markets and Equities recommendations
  • Formulate product’s marketing strategy differentiation and distribution channels
  • Develop product solutions and marketing communications across segments
  • Responsible for managing the product program -including product development, defining product strategy and ideations, implementing and driving advisory and sales activities.
  • Liaise with Global Markets/Investment Management & external parties to identify product ideas and emerging risks
  • Develop product solutions and communications across segments
  • Design product strategy differentiation to serve each segment
  • Grow distribution channels – F2F, online B2C, B2B

Requirements: 

  • Degree with minimum 10 years’ of relevant investment experience with established Wealth Advisory firm
  • Strong understanding of Equities market and product
  • Equities Structured products knowledge a plus
  • Willingness to travel occasionally
  • Has excellent communication and writing skills; with ability to present and advise clients and relationship managers on Equities

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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