Portfolio Manager, Family Office

Perennial HR; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading global multi-family office is seeking a Senior Portfolio Manager in Singapore to oversee investment strategies for ultra-high-net-worth clients. The role involves portfolio management and client advisory, requiring extensive investment experience, a hands-on approach, and strong communication skills in English and Mandarin. Candidates should have a track record in managing multi-asset portfolios and a bachelor's degree in finance or economics.

Qualifications

• 10 to 15 years of experience in investment management.
• Track record of managing multi-asset portfolios.
• CFA Charterholder or equivalent preferred.

Responsibilities

• Drive portfolio strategy and execution across mandates.
• Monitor portfolio performance and manage risk exposure.
• Deliver tailored investment ideas and ensure successful execution.

Skills

Investment Judgment

Portfolio Oversight

Client Communication

Analytical Skills

Education

Bachelor's degree in Finance or Economics

Tools

Bloomberg

FactSet

Job description

Senior Portfolio Manager Global Family Office

An award-winning global multi-family office serving ultra-high-net-worth (UHNW) clients across Asia. The firm offers an entrepreneurial, high-performance culture with a lean structure and a strong commitment to delivering bespoke investment solutions and long-term value for its clients.

We are seeking a seasoned Senior Portfolio Manager to join its core investment team in Singapore. This is a senior front-office role offering full portfolio ownership, designed for professionals with deep multi-asset investment experience and a strong ability to engage UHNW clients. The ideal candidate has a track record of delivering investment performance, thrives in a lean, hands-on environment, and is ready to play a strategic role in shaping the firms investment capabilities.

Key Responsibilities

Portfolio Management & Client Advisory

• Drive portfolio strategy and execution across discretionary and advisory mandates.
• Portfolio construction, asset allocation, and investment selection across equity, fixed income, and multi-asset strategies.
• Serve as the investment lead in client meetingsarticulating market views, portfolio rationale, and recommendations clearly.
• Monitor portfolio performance, conduct regular rebalancing, and manage risk exposure.
• Conduct research and due diligence on public market instruments and funds.
• Deliver tailored investment ideas and ensure their successful execution and performance accountability.
• Collaborate closely with client advisors to deliver tailored proposals and portfolio reviews.
• Maintain strong relationships with external managers, platforms, and service providers.

Investment Process & Platform Development

• Strengthen investment infrastructure by enhancing frameworks, decision-making tools, and compliance processes.
• Enhance portfolio reporting, analytics, and internal workflows to improve decision-making and scalability.
• Participate in the design and evolution of the firms investment offerings.

Requirements

• 10 to 15 years of relevant experience in investment management, preferably in private banking, family offices, or institutional asset management.
• Demonstrated track record in managing multi-asset or equity portfolios with direct performance accountability.
• Solid investment judgment and a hands-on approach to portfolio oversight.
• Bachelor's degree in Finance, Economics, or a related discipline.
• CFA Charterholder or equivalent qualification preferred.
• Proficiency in Bloomberg, FactSet, or similar portfolio management systems.
• Confident, analytical, and decisive in defending investment views.
• Entrepreneurial mindset, thrives in a lean, agile environment.
• Excellent communication skills in English and Mandarin.

EA No 23S1936