Investment Advisor - Singapore

Jupiter Wealth Advisors Limited; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Jupiter Wealth Advisors Limited in Singapore seeks an Investment Advisor to design, implement, and monitor investment strategies for clients, supporting Jupiter’s global investment offering. You will construct multi-asset portfolios, conduct macro research, and prepare proposals with asset allocation and performance reviews.

The role requires experience in discretionary/advisory portfolios, strong communication, and familiarity with Singapore governance.

Qualifications

• Strong analytical skills and understanding of global markets.
• Experience with discretionary or advisory portfolios.
• Able to explain complex investment ideas to clients and RMs.
• Familiarity with Singapore investment governance and compliance.

Responsibilities

• Constructing and managing multi-asset portfolios aligned with client objectives, risk profiles, and market conditions.
• Conducting macroeconomic, thematic, and market research with a focus on APAC and global opportunities.
• Producing high-quality investment proposals, asset allocation recommendations, and performance reviews.
• Coordinating with Relationship Managers to translate client needs into actionable investment solutions.
• Identifying opportunities across listed markets, fixed income, alternatives, private equity, and structured solutions.
• Monitoring portfolio risk, performance, liquidity, and adherence to investment guidelines.
• Participating in due diligence on asset managers, products, and private market opportunities.
• Contributing to Jupiter’s global investment house view and participating in the investment committee.
• Supporting the build-out of the Singapore investment platform with processes, research frameworks, and product access.

Skills

Analytical skills

Portfolio construction

Communication

Portfolio advisory

Education

CFA

CAIA

CMT

Job description

As an Investment Advisor in our Singapore office, you will play a central role in designing, implementing, and monitoring investment strategies for our clients while supporting the growth of Jupiter’s global investment offering.

Your primary responsibilities will include:

• Constructing and managing multi-asset portfolios aligned with client objectives, risk profiles, and market conditions.
• Conducting macroeconomic, thematic, and market research with a focus on APAC and global opportunities.
• Producing high-quality investment proposals, asset allocation recommendations, and performance reviews.
• Coordinating with Relationship Managers to translate client needs into actionable investment solutions.
• Identifying opportunities across listed markets, fixed income, alternatives, private equity, and structured solutions.
• Monitoring portfolio risk, performance, liquidity, and adherence to investment guidelines.
• Participating in due diligence on asset managers, products, and private market opportunities.
• Contributing to Jupiter’s global investment house view and participating in the investment committee.
• Supporting the build-out of the Singapore investment platform with processes, research frameworks, and product access.

Profile & Requirements

• Currently working as an Investment Advisor or in Portfolio Management within a financial institution, a private bank, or an EAM/MFO.
• Strong analytical skills and solid understanding of global financial markets, asset allocation, and portfolio construction.
• Experience managing or advising on discretionary or advisory portfolios.
• Ability to communicate complex investment ideas clearly to Relationship Managers and clients.
• Familiarity with compliance, suitability requirements, and investment governance in Singapore.
• Team-oriented mindset with the ability to collaborate across offices
• CFA, CAIA, CMT, or other investment-related certifications are a strong plus.

Why Join Jupiter Wealth Advisors?

At Jupiter Wealth Advisors, you will join a team of top-tier professionals in a firm that values independent thinking, client-centric service, and financial excellence. We provide the agility of a boutique firm with the expertise of a global institution, empowering you to deliver superior wealth solutions.

Join us and shape the future of wealth management with Jupiter Wealth Advisors!