Portfolio Manager- Digital Wealth Management

Longbridge; Singapore; On-site; SGD 120,000 - 210,000; Full time

Job summary

Longbridge, a Singapore-based internet brokerage and fintech company, is expanding its wealth management capabilities and seeking a Portfolio Manager to develop client-centric investment solutions spanning discretionary wealth management and digital platforms.

You will design multi-asset portfolios, implement asset allocation and rebalancing strategies, monitor risk and performance, and work with Product, Technology, Risk and Compliance teams to translate investment strategies into scalable

Qualifications

• At least 5 years of relevant portfolio management experience.
• Experience with model portfolios or wealth investment solutions.
• Strong understanding of asset allocation, portfolio theory and risk management.
• Experience applying quantitative approaches to portfolio construction, optimisation or rebalancing.
• Direct experience with robo-advisory, digital wealth management or automated investment solutions preferred.
• Good understanding of multi-asset products including equities, fixed income and ETFs.
• Bachelor’s degree; CFA or equivalent preferred.
• Proficiency in Chinese and English preferred to collaborate with clients and teams across markets.

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 with Product, Technology, Risk and Compliance teams to translate investment strategies into scalable digital investment solutions.
• Support investment governance, reporting, and investment committee processes.

Skills

Portfolio management

Wealth management

Asset allocation

Quantitative methods

Robo-advisory

Chinese & English

Education

Bachelor’s degree in Finance/Economics/Math/Statistics/Engineering

CFA or equivalent preferred

Job description

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.
• 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.