Strategic Portfolio Director

1 day ago


Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

We are looking for a results-driven Strategic Portfolio Director to lead our investment team and drive success in wealth management and portfolio optimization. As the head of investments, you will craft high-impact strategies and foster client confidence through expert financial advice.

About the Role:
  • Team Leadership: Lead and mentor a team of investment specialists to deliver exceptional client solutions.
  • Client-Centric Investment Strategies: Develop and implement tailored investment strategies for high-net-worth individuals and corporate clients.
  • Portfolio Management: Manage and optimize diversified investment portfolios, ensuring strong performance and adherence to objectives.
  • Market Expertise: Stay ahead of global and regional economic developments, identifying new investment opportunities.

The ideal candidate will have a strong background in finance, economics, or business, with at least 5-7 years of experience in investment advisory, wealth management, or portfolio management, including 2 years in a leadership role. A Bachelor's degree is required, with advanced certifications such as CFA, CFP, or equivalent highly preferred.

What You Bring:
  • Education & Credentials: Bachelor's degree in Finance, Economics, Business, or a related field. Advanced certifications (CFA, CFP, or equivalent) and completion of CMFAS Modules 5, 8, 9, and 9A are highly preferred.
  • Experience: Minimum 5-7 years in investment advisory, wealth management, or portfolio management, with at least 2 years in a leadership role.
  • Skills: Strong leadership and team management abilities. In-depth knowledge of financial instruments, markets, and investment strategies.
Our Offerings:
  • Competitive Compensation: Attractive base salary and performance bonuses.
  • Professional Development: Opportunities for certifications, leadership training, and career advancement.
  • Comprehensive Benefits: Health insurance, wellness programs, and retirement planning support.

The estimated annual salary for this position is $120,000 - $180,000, depending on experience and qualifications. If you're a motivated and visionary leader with a passion for driving success, apply today.



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