HNW Portfolio Architect & Client Advisor

Gravitas Recruitment Group (Global) Ltd

Singapore

On-site

SGD 180,000 - 260,000

Full time

3 days ago

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Job summary

Gravitas Recruitment Group (Global) Ltd. is seeking an experienced Portfolio Strategist to join its Investment Advisory team in Singapore.

You will translate CIO views into portfolio recommendations for HNW/UHNW clients, blending markets thinking with client-facing advisory work. You will engage in portfolio construction, asset allocation, and regular reviews to optimize risk-adjusted returns, while maintaining regulatory and internal policy alignment.

Qualifications

5–10+ years in private banking, wealth management, institutional asset management, investment advisory or portfolio management.
Solid grounding in global markets and investment products, ideally with direct HNW/UHNW client exposure.
A track record of building and articulating investment strategy, not just executing it.
Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics, or similar; a Master's/MBA is a plus.
CFA, CAIA, CFP, or FRM preferred.
Comfortable with Bloomberg, FactSet, Morningstar, or similar platforms.
Sharp analytical instincts paired with strong presentation skills, commercial drive, and high personal integrity.

Responsibilities

Build and tailor investment portfolios around each client's goals, time horizon, liquidity needs, and risk appetite.
Shape strategic and tactical asset allocation across equities, fixed income, alternatives, structured products, and multi-asset strategies.
Review portfolios regularly to sharpen diversification, risk-adjusted returns, and overall positioning.
Flag rebalancing opportunities as markets shift.
Translate the CIO's house views and macro outlook into language clients and advisors can act on.
Track global markets, economic data, and geopolitical developments for portfolio impact.
Contribute investment commentary and tactical ideas for client conversations.
Join client meetings with Senior Client Advisors to walk through strategy and portfolio recommendations.
Build credibility with sophisticated HNW/UHNW clients.
Make complex investment concepts clear and persuasive.
Support new client acquisition through differentiated, credible advice.
Collaborate with Senior Client Advisors, Product Specialists, Investment Advisors, Treasury, and Capital Markets on bespoke solutions.
Share knowledge on markets and investment strategy internally.
Ensure recommendations align with regulatory requirements, internal policy, and suitability standards.
Monitor concentration risk and allocation drift.
Maintain a clear audit trail of investment rationale.