Portfolio Manager- Digital Wealth Management

Longbridge Singapore; Singapore; Sur place; SGD 120 000 - 190 000; Plein temps

Résumé du poste

Longbridge Singapore is expanding its wealth management capabilities and seeks a Portfolio Manager to lead client-centric investment solutions across discretionary wealth management and digital platforms. You will design multi-asset portfolios, construct models, and optimize allocations while ensuring risk controls and governance.

The role emphasizes collaboration with Product, Technology, Risk and Compliance to scale digital wealth solutions and automate rebalancing rules for diverse client

Qualifications

• At least 5 years of experience in portfolio management or wealth platforms.
• Proven experience in client portfolio management or model portfolios.
• Strong understanding of asset allocation, portfolio construction and risk management.
• Experience with quantitative approaches to portfolio construction, optimisation or rebalancing.
• Direct experience with robo-advisory or automated investment solutions preferred.
• Understanding of multi-asset products including equities, fixed income and ETFs.
• Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering or related field; CFA preferred.
• Proficiency in Chinese and English preferred.

Responsabilités

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

Connaissances

Portfolio management

Asset allocation

Quantitative methods

Robo-advisory

Risk management

Client relationship

Formation

Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering or related field

CFA or equivalent preferred

Description du poste

About Us

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.

Job Description

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 least 5 years of relevant experience in portfolio management, wealth management, discretionary portfolio management, managed accounts, investment advisory, or digital wealth platforms.
• Proven experience in client portfolio management, model portfolios or wealth investment solutions.
• 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.