Wealth Investment Advisor & Portfolio Architect

Selby Jennings; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

Selby Jennings seeks a seasoned investment adviser in Singapore to provide tailored advisory and portfolio construction guidance to high-net-worth clients. You will collaborate with Relationship Managers to map objectives, risk profiles, and liquidity needs into bespoke investment solutions.

You will lead regular portfolio reviews, present ideas across equities, fixed income, structured products, and funds, and monitor markets to deliver actionable insights.

Qualifications

• Provide investment advisory and portfolio construction recommendations to high-net-worth and ultra-high-net-worth clients.
• Collaborate with Relationship Managers to deliver tailored investment solutions aligned with clients' objectives and risk profiles.
• Conduct regular portfolio reviews and investment discussions with clients.
• Generate investment ideas across equities, fixed income, structured products, funds, alternatives, and discretionary solutions.
• Participate in client meetings, presentations, and market update sessions.
• Monitor markets and communicate actionable investment insights to clients and internal stakeholders.
• Support business development by contributing to client acquisition and retention initiatives.
• Ensure advisory activities comply with regulatory and internal requirements.

Responsibilities

• Provide investment advisory and portfolio construction recommendations to high-net-worth and ultra-high-net-worth clients.
• Work closely with Relationship Managers to deliver tailored investment solutions aligned with clients' financial objectives and risk profiles.
• Conduct regular portfolio reviews and investment discussions with clients.
• Generate investment ideas across equities, fixed income, structured products, funds, alternatives, and discretionary solutions.
• Participate in client meetings, investment presentations, and market update sessions.
• Monitor financial markets and communicate actionable investment insights to clients and internal stakeholders.
• Support business development efforts by contributing to client acquisition and retention initiatives.
• Ensure all advisory activities comply with regulatory and internal compliance requirements.

Skills

Investment advisory

Portfolio construction

Relationship management

Market analysis

Client onboarding

Tools

CRM systems

Investment platforms

Job description

Selby Jennings seeks a seasoned investment adviser in Singapore to provide tailored advisory and portfolio construction guidance to high-net-worth clients. You will collaborate with Relationship Managers to map objectives, risk profiles, and liquidity needs into bespoke investment solutions.

You will lead regular portfolio reviews, present ideas across equities, fixed income, structured products, and funds, and monitor markets to deliver actionable insights.