INVESTMENT STRATEGIST

VANGUARD RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 6,000 - 500,000; Full time

Benefits offered by this job

SGD 6,000 monthly allowance

Commission

Buy Out Package (60k–500k)

Job summary

VANGUARD RECRUITMENT PTE. LTD. is seeking a qualified Investment Strategist to expand its private client division in Singapore. You will manage relationships with retail and HNW clients, applying research to craft bespoke investment solutions and building enduring partnerships.

Requirements include CFMAS certification and Singaporean PR or citizen status. The role offers an allowance and commission with a buy-out package for top performers, and immediate start is available.

Qualifications

• Experience in private banking or wealth management with track record of growing portfolios.
• Ability to interpret investment research to inform strategy.
• Strong interpersonal gravitas to engage investors and senior executives.

Responsibilities

• Build and nurture a portfolio of retail and HNW clients.
• Translate investment research into client-ready strategies.
• Cultivate long-term client relationships and cross-sell opportunities.

Skills

Private banking experience

Relationship management

Investment knowledge

Interpersonal skills

Education

CFMAS certification

Job description

Join one of Singapore’s most dynamic investment firms as it expands its exclusive private client division, in partnership with global investment leaders BlackRock, Fidelity, and Schroders. Backed by a strong private equity heritage, the firm delivers institutional-grade strategies to retail and high-net-worth clients seeking access to opportunities typically reserved for large institutions. This position offers a rare platform to craft sophisticated investment solutions, foster enduring client relationships, and contribute to a fast-growing firm redefining wealth management in Asia.

Preferred

• Experience within private banking or wealth management, with a verifiable track record of managing and growing a portfolio of retail investors and HNW relationships. The role is further supported by a consistent stream of qualified leads from the firm's established corporate partnerships.
• Practical experience in interpreting and applying investment research for financial products from leading global asset managers to inform investment strategy.
• A background that demonstrates exceptional interpersonal skills and the professional gravitas required to build rapport with investors, C-suite executives, and multi-generational families.
• Entry Level candidates, Financial Advisors, Relationship Managers, Private Bankers welcomed.

Required

Obtain or posses CFMAS certification.

Singaporean Permanent Resident or Citizen only

Compensation

$6,000 allowance + commission

$60,000 - $500,000 Buy Out Package for current High Performers

Immediate Start

Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep

JOB Reference: INVESTMENT STRATEGIST

EA Lic. 24C2634, Reg. No. R23115462