
Strategic Portfolio Manager
2 weeks ago
We are seeking a seasoned investment professional to join our team as Sr. Investment Manager.
Key Responsibilities:
- Elevate client experience through holistic investment guidance journeys.
- Publish and communicate multi-asset investment views across multiple channels, boosting brand credibility.
- Create and deliver engaging advisory content and model portfolios to deepen client engagement and retention.
- Provide data-driven asset-class insights to inform portfolio construction and guidance.
- Partner cross-functionally to embed advice into the platform, ensuring scalability and regulatory compliance.
Must Have:
- Eligibility of MAS License.
- Multi-asset exposure.
- First-hand experience in dealing with clients.
Benefits:
- Competitive total compensation package including employee stock options for full-time employees.
- Personalized insurance and comprehensive health coverage.
- Management fee discount on asset management fees when investing with us.
Flexible Work Arrangements:
- Work-from-home policy allowing you to choose between working from home or the office.
- Work-from-anywhere policy enabling up to eight weeks of remote work in another country.
- Unlimited paid annual leave for flexible time-off planning.
- Personal work equipment budget for optimal workstation setup.
Learning and Development Opportunities:
- Annual L&D budget for continuous learning and professional development.
Team Bonding Budget and Initiatives:
- Quarterly team bonding budget promoting socialization and team-building activities.
- Annual off-sites for company-wide team bonding and challenges.
About This Role:
This role is accountable for scaling investment-advisory client journeys across all markets, delivering data-driven portfolio guidance, serving as an ambassador of our investment insights, and deepening client engagement and retention.
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