Portfolio Solutions Advisor

Rockstead Capital; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Rockstead Capital is seeking an Investment Counsellor in Singapore to serve as the subject-matter expert on investment outlooks and advisory solutions. This individual contributor role reports to the Head of Investment.

You will deliver tailored investment advisory services to clients and Client Advisors, position in-house investment solutions, and create compelling pitch materials to support client relationships and business growth.

Qualifications

• Proven ability to develop tailored investment solutions.
• Strong ability to create compelling advisory materials and pitch decks.
• Proactive mindset with ability to translate market trends into actionable insights.

Responsibilities

• Provide investment advisory services to clients and internal advisors.
• Position in-house investment solutions to clients and stakeholders.
• Develop and present investment outlooks and pitch decks.
• Act as main contact for clients, building long-term trusted relationships.
• Collaborate with front and back offices to ensure strategy alignment and execution.
• Lead and support other core investment team initiatives.

Skills

Client relationships

Pitching & presenting

Market insights

Strategic thinking

Education

Bachelor’s in Business/Finance/Economics

Job description

Rockstead Capital is seeking an Investment Counsellor in Singapore to serve as the subject-matter expert on investment outlooks and advisory solutions. This individual contributor role reports to the Head of Investment.

You will deliver tailored investment advisory services to clients and Client Advisors, position in-house investment solutions, and create compelling pitch materials to support client relationships and business growth.