The Head of Investment Advisory

1 day ago


Singapore ASIA WEALTH PLATFORM PTE. LTD. Full time
Roles & Responsibilities

About the Job

StashAway is currently looking for a senior investment professional to join the team in our Singapore office to help us scale up our services The Head of Investment Advisory is accountable for scaling StashAway's investment‐advisory client journey across all markets, delivering data‐driven portfolio guidance, serving as an ambassador of the firm's investment insights, and deepening client engagement and retention. This role is reporting directly to our Chief Investment Officer who is based in Hong Kong.

Key Responsibilities

  • Designs and implements holistic investment‐guidance journeys that elevate client experience.
  • Publishes and communicates multi‐asset investment views across multiple channels, increasing StashAway's share of voice and brand credibility.
  • Creates and delivers engaging advisory content and model portfolios to deepen client engagement and retention.
  • Provides data‐driven asset‐class insights to inform portfolio construction and guidance.
  • Partners cross‐functionally to embed advice into the platform, ensuring scalability and regulatory compliance.

Projects you might work on

  • Development of Scalable Investment Guidance Implementation

Accountability of the role

End-to-End Advisory Offering

  • Define holistic investment-guidance journeys and partner with Product, Marketing, and Engineering to launch new tools/features that elevate client experience.

Thought Leadership & Media Presence

  • Publish and present multi-asset views (public & private markets) through short/long form articles, webinars, seminars, 1-to-1s, and tier-1 media, measurably boosting

StashAway's share-of-voice in Singapore.

  • Client Engagement at Scale
  • Design and deliver advisory content that deepens engagement and retention of users (e.g., model portfolios, thematic insights, interactive sessions) and deliver measurable impact through engagement metrics.

Must Have:

  • Eligibility of MAS License
  • Multiasset exposure
  • First hand experience in dealing with clients

Benefits

Employee financial and physical well-being

  • Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
  • Personalised insurance and comprehensive health coverage: Full or partial subsidy of your personal hospitalisation and surgical insurance premium and access to panel outpatient GP, specialist, dental, wellness, and health screening partners.
  • Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

  • Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
  • Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
  • Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
  • Personal work equipment budget: It's important that you have a workstation that's optimal for you wherever you are.

Learning and development opportunities

  • Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

  • Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
  • Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges
Tell employers what skills you have
Investment Advisory
Asset Management
Investment Strategies
Due Diligence
Structured Products
Investments
Investment Banking
Alternative Investments
Private Equity
Investment Management
Portfolio Management
Financial Modelling
Advisement
Financial Advisory
Financial Services

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