Private Wealth Portfolio Consultant

VANGUARD RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 60,000 - 500,000; Full time

Job summary

Vanguard Recruitment Pte. Ltd. in Singapore seeks an Investment Strategist to join its exclusive private client division, collaborating with BlackRock, Fidelity, and Schroders to deliver sophisticated investment solutions.

The role focuses on building enduring client relationships, leveraging research from global asset managers, and driving growth with a proven track record in wealth management. Immediate start, strong comp potential and regulatory compliance supported.

Qualifications

• Experience in private banking or wealth management with a track record of growing a client portfolio.
• Ability to interpret investment research from leading global asset managers to inform strategy.
• Strong interpersonal gravitas to engage investors, executives, and multi-generational families.

Responsibilities

• Manage and grow a portfolio of private clients, including retail and HNW relationships.
• Apply investment research to inform product recommendations and investment strategy.

Skills

Private banking experience

Wealth management

Investment research interpretation

Interpersonal skills

Education

CFMAS certification

Job description

Vanguard Recruitment Pte. Ltd. in Singapore seeks an Investment Strategist to join its exclusive private client division, collaborating with BlackRock, Fidelity, and Schroders to deliver sophisticated investment solutions.

The role focuses on building enduring client relationships, leveraging research from global asset managers, and driving growth with a proven track record in wealth management. Immediate start, strong comp potential and regulatory compliance supported.