Portfolio strategy management, Private Wealth Management
Randstad SingaporeJob Description
about the job. Drive client portfolio strategy and deliver tailored asset allocation advice in partnership with senior client advisors for high-net-worth individuals. - Design customized, multi-asset portfolio structures aligned with individual risk profiles, liquidity requirements, and long-term financial goals. - Translate macroeconomic insights and house investment views into actionable tactical asset allocation strategies. - Conduct regular portfolio evaluations to optimize diversification, enhance risk-adjusted returns, and recommend timely rebalancing. - Partner with relationship managers and client advisors to present strategic investment recommendations during client consultations. - Ensure all portfolio advice strictly adheres to internal governance, suitability standards, and regulatory requirements. skills and experience required. - Strong background in private banking, wealth management, asset management, or investment advisory. - Proven expertise in global financial markets, multi-asset portfolio construction, and strategic asset allocation. - Demonstrated success in advising high-net-worth or ultra-high-net-worth clients alongside senior relationship teams. - Exceptional communication skills with the ability to articulate complex market concepts clearly to sophisticated investors. - Degree in Finance, Economics, Business, or a related field; professional designations such as CFA, CAIA, CFP, or FRM are advantageous. To apply online please use the 'apply' function. (EA: 94C3609/ R21103354 )
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