Junior Portfolio Strategist

Global Finance-Danny; Singapore; On-site; SGD 30,000 - 45,000; Full time

Job summary

A leading financial services firm seeks a Junior Portfolio Strategist to kick-start a career in investment strategy and wealth management. This role offers comprehensive training and opportunities for growth in managing investment portfolios, advising clients, and progressing to senior advisory positions. Ideal for fresh graduates or diploma holders eager to learn in a structured, mentorship-driven environment.

Benefits

Base allowance + performance incentives

Mentorship from industry professionals

Career progression opportunities

Flexible working environment

Qualifications

• Graduate from any discipline.
• Strong interest in investments and financial markets.
• Eager to learn in a professional environment.

Responsibilities

• Support in constructing and managing personalized investment portfolios.
• Assist in financial needs analysis and client engagement.
• Prepare and present investment proposals and financial roadmaps.

Skills

Investment knowledge

Financial market understanding

Communication

Interpersonal skills

Client engagement

Education

University degree or local polytechnic diploma

Job description

About the Role

As a Junior Portfolio Strategist, you will begin your journey into the world of investment strategy and private wealth management. This role is designed for fresh graduates or diploma holders looking to build a prestigious and impactful career in managing investment portfolios and advising clients on long-term financial growth.

You’ll work closely with experienced wealth strategists and receive comprehensive training to equip you with technical knowledge, client engagement skills, and market insights.

Key Responsibilities

• Support in constructing and managing personalized investment portfolios for clients

• Assist in conducting financial needs analysis and understanding clients' life goals

• Prepare and present strategic investment proposals and financial roadmaps

• Stay updated on market developments, economic shifts, and product trends

• Participate in client meetings, reviews, and ongoing portfolio monitoring

• Build lasting relationships based on trust, knowledge, and consistent results

• Progress through a structured career path into senior advisory and portfolio roles

What You’ll Learn

• Core fundamentals of portfolio construction and asset allocation

• Techniques in wealth advisory and financial planning

• Regulatory frameworks and CMFAS certifications

• Client acquisition, engagement, and relationship management

• How to position strategic investment solutions across market cycles

Requirements

• Graduate from a university or local polytechnic (any discipline)

• Strong interest in investments, financial markets, or private wealth

• Excellent communication and interpersonal skills

• Eager to learn and develop in a structured, professional environment

• Self-driven, goal-oriented, and confident in client interactions

Benefits

• Base allowance + attractive performance incentives

• Mentorship from experienced industry professionals

• Career progression to Wealth Consultant, Portfolio Manager, and beyond

• Flexible working environment with leadership opportunities

Join Us

If you’re ambitious, curious about how wealth is built, and ready to begin a prestigious career in portfolio strategy, we want to meet you.

Apply now with your resume and a brief statement on why you're passionate about investments.