Head of Investment Advisory Solutions

5 days ago

Singapore beBeeInvestment Full time $180,000 - $250,000
Lead Portfolio Strategist

As a Lead Portfolio Strategist, you will be responsible for designing and implementing comprehensive investment guidance journeys that enhance the client experience. You will work closely with cross-functional teams to launch new tools and features that drive scalability and regulatory compliance.

  • Develop and execute holistic portfolio strategies that meet the evolving needs of clients.
  • Publish and communicate multi-asset investment views across various channels to boost brand credibility and share of voice.
  • Create and deliver engaging advisory content and model portfolios to deepen client engagement and retention.
  • Provide data-driven insights to inform portfolio construction and guidance.

Key Responsibilities:

  • Define and implement scalable investment guidance solutions.
  • Collaborate with Product, Marketing, and Engineering teams to develop and launch new features.
  • Design and deliver advisory content that drives client engagement and retention.
  • Partner with cross-functional teams to ensure regulatory compliance and scalability.

Requirements:

  • Eligibility for MAS License.
  • Multi-asset exposure.
  • First-hand experience in client-facing roles.
Benefits

As a valued member of our team, you will enjoy:

  • Competitive total compensation package.
  • Personalized insurance and comprehensive health coverage.
  • Management fee discount on asset management fees.

Flexible Work Arrangements:

  • Work-from-home policy.
  • Work-from-anywhere policy.
  • Unlimited paid annual leave.

Learning and Development Opportunities:

  • Annual L&D budget for continuous learning and development.

Team Bonding Budget and Initiatives:

  • Quarterly team bonding budget.
  • Annual off-sites for company-wide team bonding activities.

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