Senior Investment Advisor & Portfolio Architect

Lighthouse Canton Pte Ltd; Singapore; On-site; SGD 350,000 - 700,000; Full time

Job summary

Lighthouse Canton Pte Ltd, a Singapore-headquartered global investment management firm, seeks an Executive Director – Investment Advisor to provide high-quality advisory services and tailored investment strategies to clients and relationship managers.

The role entails ongoing portfolio monitoring, performance reporting, market research, collaboration with internal teams, and business development while upholding fiduciary and regulatory standards.

Qualifications

• Over 10 years of relevant experience in asset management or investment advisory.
• Bachelor’s degree in finance or a related discipline; CFA/CAIA would be advantageous.
• Professional certifications like CFA/CAIA are beneficial.

Responsibilities

• Provide investment advice and tailored strategies to clients and relationship managers.
• Conduct market research and analysis to enhance client portfolio performance.
• Monitor portfolios and deliver regular performance updates and insights.
• Collaborate with internal investment teams to stay informed on positions.
• Support business development by meeting prospective investors and expanding networks.
• Adhere to governance, ethics and regulatory standards to safeguard client interests.

Skills

Investment Expertise

Client Advisory & Service

Regulatory Knowledge

Education

Bachelor’s degree in Finance or related discipline

CFA or CAIA certification would be an advantage

Job description

Lighthouse Canton Pte Ltd, a Singapore-headquartered global investment management firm, seeks an Executive Director – Investment Advisor to provide high-quality advisory services and tailored investment strategies to clients and relationship managers.

The role entails ongoing portfolio monitoring, performance reporting, market research, collaboration with internal teams, and business development while upholding fiduciary and regulatory standards.