Head of Investment Advisory, SG - Global PB

Page Executive; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global private bank in Singapore is seeking a seasoned Head of Investment Advisory to lead their investment advisory team. This role demands extensive experience in investment advisory and portfolio management, specifically focused on providing bespoke solutions for Ultra High Net Worth Individuals (UHNWIs), Family Offices, and Institutional Investors across Asia. An ideal candidate will have over 20 years of expertise in multi-asset investments, risk management, and strong leadership capabilities, driving innovative strategies tailored to clients' needs.

Qualifications

• 20+ years of experience in investment advisory, portfolio management, and private banking.
• Expertise in multi‑asset investments and macro‑driven strategies.
• Familiarity with portfolio management systems.

Responsibilities

• Design and manage advisory mandates and centralized investment portfolios.
• Drive strategic and tactical asset allocation decisions aligned with client objectives.
• Oversee portfolio rebalancing and risk management processes.
• Provide holistic investment advice across asset classes.
• Partner with Relationship Managers to enhance client acquisition and retention.
• Manage and mentor a team of advisory professionals.

Skills

Leadership

Investment Advisory

Portfolio Management

Client Advisory Skills

Risk Management

Multi-Asset Investment Expertise

Analytical Skills

Communication Skills

Tools

Aladdin

Avaloq

Job description

• Be apart of a global PB with strong presence in key wealth hubs like SG.
• Lead Investment Advisory team to deliver bespoke investment solutions.

About Our Client

Our client is a leading global private bank with a strong presence in key wealth hubs, including Singapore. They cater to UHNW individuals and family offices with complex, multi-jurisdictional needs covering succession planning, sustainable investing, and cross-border portfolio strategies. Their Singapore operations represent a strategic commitment to Asia's growing wealth market. With enhanced local booking capabilities, expanding talent, and integrated services, the bank is positioning itself as a major competitor in the region's wealth management landscape.

Job Description

Our client is looking for a seasoned Head to lead their Investment Advisory team in Singapore. This role focuses on delivering bespoke investment solutions to Ultra High Net Worth Individuals (UHNWIs), Family Offices, and Institutional Investors across Asia, EMEA, and Europe. The ideal candidate will combine deep multi‑asset investment expertise with strong leadership and client advisory skills.

Key Responsibilities

Portfolio Strategy & Management

• Design and manage advisory mandates and centralized investment portfolios.
• Drive strategic and tactical asset allocation decisions, ensuring alignment with client objectives and market conditions.
• Oversee portfolio rebalancing and risk management processes.

Client Advisory & Relationship Management

• Provide holistic investment advice across asset classes, including public and private markets.
• Partner with Relationship Managers to enhance client acquisition and retention.
• Conduct regular portfolio reviews and performance analysis.

Leadership & Team Development

• Manage and mentor a team of advisory professionals in Singapore.
• Foster collaboration across regional offices (Hong Kong, Dubai) and global teams.

Innovation & Technology

• Integrate advanced portfolio management systems (e.g., Aladdin, Avaloq) to optimize risk monitoring and reporting.
• Champion ESG and sustainability integration in investment solutions.

Governance & Compliance

• Ensure adherence to regulatory requirements and internal governance standards.
• Maintain operational efficiency and best practices in investment processes.

The Successful Applicant

• Experience: 20+ years in investment advisory, portfolio management, and private banking.
• Expertise in multi‑asset investments, risk management, and macro‑driven strategies.
• Strong leadership, analytical, and communication skills.
• Familiarity with portfolio management systems.

What's on Offer

Step into a leadership role as Head of Investment Advisory in Singapore, driving bespoke investment strategies for UHNWIs, Family Offices, and Institutional Investors.

Contact

Quote job ref: JN-122025-6896728