Private Wealth Portfolio Strategy Lead

Randstad Singapore

Singapore

On-site

SGD 140,000 - 200,000

Full time

3 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Randstad Singapore is seeking an experienced advisory professional to lead wealth strategies for high-net-worth individuals. You will craft bespoke, multi-asset portfolios and translate macro views into tactical allocations, working closely with senior client advisors.

You will evaluate portfolios regularly to improve diversification and risk-adjusted returns, and collaborate with relationship managers to present investment recommendations during client consultations while ensuring strict

Qualifications

Bachelor's degree in Finance, Economics, Business or related field.
Professional designations CFA, CAIA, CFP or FRM are advantageous.
Experience advising high-net-worth or ultra-high-net-worth clients is preferred.

Responsibilities

Drive client portfolio strategy and deliver tailored asset allocation advice.
Design customized, multi-asset portfolio structures aligned with risk profiles, liquidity needs and long-term goals.
Translate macroeconomic insights and investment views into actionable tactical asset allocation strategies.
Conduct regular portfolio evaluations to optimise diversification and risk-adjusted returns.
Partner with relationship managers and client advisors to present strategic investment recommendations during client consultations.
Ensure all portfolio advice adheres to governance, suitability standards and regulatory requirements.