Portfolio Manager - Digital Wealth

Longbridge Singapore; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

Longbridge Singapore seeks a seasoned Portfolio Manager to design and manage multi-asset client portfolios and model portfolios across various risk profiles. You will develop asset allocation, construction, and rebalancing strategies for wealth management platforms and digital wealth solutions.

The role requires 5+ years in portfolio management or related wealth platforms, with experience in robo-advisory and strong cross-market collaboration skills in Chinese and English.

Qualifications

• 5+ years of experience in portfolio management or related wealth platforms.
• Strong knowledge of asset allocation, portfolio construction and risk management.
• Experience with quantitative or data-driven portfolio construction methods.
• Direct experience with robo-advisory or digital wealth solutions preferred.
• Proficiency in Chinese and English for client and cross-market collaboration.

Responsibilities

• Design and manage multi-asset client portfolios and model portfolios across risk profiles and objectives.
• Develop and implement asset allocation, portfolio construction, optimisation and rebalancing strategies.
• Monitor portfolio performance, risk exposures and align with objectives and guidelines.
• Contribute to digital wealth and robo-advisory solutions, including risk profiling and automated rebalancing rules.
• Collaborate with Product, Technology, Risk and Compliance to translate strategies into scalable digital solutions.
• Support governance, reporting, and investment committee processes.

Skills

Portfolio management

Asset allocation

Risk management

Robo-advisory

Quantitative methods

Multi-asset products

Education

Bachelor's degree in Finance

CFA or equivalent

Job description

Longbridge is a leading, next-generation internet brokerage and fintech company established in Singapore in 2019. We provide a one-stop, multi-asset global investment platform offering access to SG, HK, and US markets, with innovative investment and trading solutions designed to make investing smarter, simpler, and more accessible.

As we continue to expand our wealth management capabilities, we are looking for a Portfolio Manager to develop and manage client-centric investment solutions across discretionary wealth management and digital investment platforms.

This role focuses on client portfolio management, model portfolio construction, asset allocation and digital wealth solutions.

Key Responsibilities

• Design and manage multi-asset client portfolios and model portfolios across different risk profiles and investment objectives.
• Develop and implement asset allocation, portfolio construction, optimisation and rebalancing strategies for wealth management solutions.
• Monitor portfolio performance, risk exposures and asset allocation, ensuring alignment with investment objectives and portfolio guidelines.
• Contribute to the development of digital wealth and robo-advisory investment solutions, including risk profiling, portfolio logic and automated rebalancing rules.
• Work closely with Product, Technology, Risk and Compliance teams to translate investment strategies into scalable digital investment solutions.
• Support investment governance, reporting, and investment committee processes.

Requirements

• At lease 5 years of relevant experience in portfolio management, wealth management, discretionary portfolio management, managed accounts, investment advisory, or digital wealth platforms.
• Strong understanding of asset allocation, portfolio construction, portfolio theory and risk management.
• Experience applying quantitative or data-driven approaches to portfolio construction, optimisation or rebalancing.
• Direct experience with robo-advisory, digital wealth management or automated investment solutions is highly preferred.
• Good understanding of multi-asset investment products, including equities, fixed income, ETFs and other products commonly used in wealth portfolios.
• Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering or a related field; CFA or equivalent preferred.
• Proficiency in Chinese and English is preferred to collaborate with clients, partners and internal stakeholders across markets.

Candidates with experience primarily focused on mutual fund, hedge fund or institutional fund management, without direct wealth management or client portfolio experience, may not be the best fit for this role.