Head of Investment Advisory, SG - Global PB

Page Executive; Singapore; On-site; Confidential; Full time

Job summary

A prestigious global financial institution in Singapore is seeking a Head of Investment Advisory to lead their team. This role involves providing bespoke investment strategies to Ultra High Net Worth Individuals (UHNWIs), Family Offices, and Institutional Investors. The ideal candidate will possess over 20 years of experience in investment advisory and private banking, with strong leadership and multi-asset investment expertise. This is a key position aimed at driving holistic investment solutions across various markets.

Qualifications

• 20+ years of experience in investment advisory and private banking.
• Expertise in risk management and macro-driven investment strategies.
• Familiarity with portfolio management systems.

Responsibilities

• Lead the Investment Advisory team in Singapore.
• Design and manage advisory mandates and centralized investment portfolios.
• Provide comprehensive investment advice across asset classes.

Skills

Leadership skills

Client advisory skills

Multi-asset investment expertise

Analytical skills

Communication skills

Tools

Aladdin

Avaloq

Job description

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.

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.