V

Portfolio Consultant

Vanguard Recruitment®

Singapore · Full Time

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Experience
Any
Salary
SGD 6,000 / month
Openings
1
Posted
5 तासपूर्वी
Work mode
In office
Eligibility
Applicants must be Singaporean Permanent Residents or Citizens with CFMAS certification or actively pursuing it. Candidates from entry-level financial advisory, relationship management, or private banking roles are welcome to apply.
Resume
Required to apply

Where you'll work

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Job description

About the Company and Role

Join a leading investment firm in Singapore that is rapidly growing its exclusive private client division in collaboration with globally renowned asset managers such as BlackRock, Fidelity, and Schroders. Founded on a strong private equity foundation, this firm specializes in delivering institutional-grade investment strategies tailored for retail and high-net-worth clients who desire access to investment opportunities normally available to large institutions. This opportunity allows you to design complex investment portfolios, nurture long-lasting client relationships, and play a key role in transforming the landscape of wealth management across Asia.

Key Responsibilities & Expectations

  • Manage and expand a portfolio comprising retail investors and high-net-worth individuals by leveraging your private banking or wealth management experience.
  • Use investment research and analyses from leading global asset managers to guide and implement investment strategies effectively.
  • Establish and maintain professional relationships with investors, C-level executives, and multi-generational families through excellent interpersonal skills and professional presence.

Preferred Candidate Profile

  • Demonstrated history of success in private banking or wealth management with the ability to grow client portfolios.
  • Competence in applying financial product research to investment planning.
  • Strong communication and relationship-building skills suitable for high-level client interaction.
  • Entry-level candidates, financial advisors, relationship managers, and private bankers are all encouraged to apply.

Mandatory Requirements

  • Certification in Capital Markets and Financial Advisory Services (CFMAS) is required or must be in the process of obtaining it.
  • Applicants must be Singaporean Permanent Residents or Citizens.

Compensation and Benefits

  • Fixed monthly allowance of SGD 6,000 plus commission-based earnings.
  • Buyout packages ranging from SGD 60,000 to SGD 500,000 available for high-performing candidates.
  • Immediate joining opportunity.

Additional Information

The recruiting firm adheres strictly to the Tripartite Guidelines on Fair Employment Practices, ensuring equal consideration for all qualified candidates regardless of age, nationality, religion, race, marital status, or family status. Further details on these guidelines are accessible via the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP).

This is an opportunity to contribute meaningfully to a prestigious wealth management firm with strong institutional backing and a forward-looking business model.

How they work

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