Investment and Wealth Manager

Sum Capital Partners Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading investment firm in Singapore is seeking ambitious Wealth & Investment Managers to enhance client investment strategies through a strong private equity platform. Candidates should possess interpersonal skills, a curiosity for financial markets, and a commitment to client outcomes. The role offers competitive compensation, hands-on training, and access to institutional-grade investment insights.

Benefits

Competitive base salary

Performance incentives

Hands-on training in investment analysis

Qualifications

• Ambitious individuals who want to build a career in investments and wealth.
• Curiosity about markets, capital, and how businesses grow.
• Strong interpersonal skills with the ability to build trust and credibility.

Responsibilities

• Analyze markets and economic trends with a private equity lens.
• Design, build, and manage a multi-asset portfolio.
• Manage client assets, relationships, and trust with institutional discipline.
• Leverage insights from global investment partners.
• Conduct financial planning and risk profiling for individuals and families.
• Use data-driven tools to guide client decisions.

Job description

At Sum Capital Partners, we are builders. From private equity to lifestyle brands, we grow companies that create lasting value. Our ecosystem spans multiple industries, giving us a unique advantage on how wealth is created, preserved, and multiplied.

Prestige Advisors is our dedicated wealth and investment arm. We exist to give clients access to the same clarity, structure, and investment opportunities that drive institutional and private equity portfolios. This is not a sales agency — this is where real wealth management meets real investment practice.

We are looking for ambitious Wealth & Investment Managers who want to operate at a higher level than traditional financial planners — professionals who want to advise clients with the credibility of a private equity platform behind them.

What You’ll Learn & Do

At Prestige, you’ll be taught the core skill sets that matter in investment management:

• How to analyze markets and economic trends with a private equity lens — identifying where capital is flowing, what drives valuation shifts, and how macro forces translate into opportunity and risk.

• How to design, build, and manage a multi-asset portfolio across equities, fixed income, alternatives, real estate, and protective structures — balancing return potential with downside resilience.

• How to manage client assets, relationships, and trust with the discipline and transparency of an institutional investor, while delivering personalized strategies that align with long-term goals.

• How to work with and leverage insights and strategies from global investment partners such as BlackRock, Schroders, and Fidelity — learning to interpret fund strategies, performance drivers, and institutional frameworks.

• How to conduct financial planning and risk profiling for individuals and families, integrating wealth accumulation, protection, and legacy planning into one cohesive strategy.

• How to use data-driven tools and behavioral insights to guide client decisions, improve retention, and deliver measurable outcomes.

• How to translate complex investment ideas into clear, confident advice — becoming the trusted voice clients turn to through every market cycle.

You’ll sit at the intersection of client strategy and market execution, building long‑term partnerships that go beyond policies or products.

What We’re Looking For

• Ambitious individuals who want to build a career in investments and wealth, not just sell.

• Curiosity about markets, capital, and how businesses grow.

• Strong interpersonal skills with the ability to build trust and credibility.

• Experience in finance, banking, or advisory is welcome, but what matters most is mindset and drive.

Why Join Prestige

• Work under the Prestige Advisors brand, with the strength of Sum Capital’s private equity ecosystem behind you.

• Gain hands‑on training in investment analysis and portfolio management.

• Access to institutional‑grade insights and global fund managers.

• Competitive base + performance incentives aligned with long‑term client outcomes.

• Be part of a group that is not just managing money — but actively building and scaling companies across industries.