Investment Specialist

6 days ago

Central Region, Singapore Private Advertiser Full time $120,000 - $240,000 per year

About Us

We are a Singapore-based Multi-Family Office dedicated to serving ultra-high-net-worth families with wealth management and asset allocation solutions. We uphold the values of independence, professionalism, and transparency, offering client-first investment advisory without conflicts of interest.

Key Responsibilities

  • Act as a trusted investment advisor to UHNW/HNW clients, providing tailored asset allocation and portfolio solutions.
  • Work alongside Relationship Managers to deliver holistic wealth management advice.
  • Conduct investment research and generate actionable ideas across equities, fixed income, funds, alternatives (private equity, hedge funds, real estate, etc.).
  • Present investment strategies, portfolio reviews, and market updates directly to clients.
  • Liaise with internal product teams, external fund managers, and private banking platforms to source and evaluate investment opportunities.
  • Ensure all advisory activities comply with regulatory standards (MAS) and internal compliance policies.

Requirements

  • Minimum 3 years' experience working on a private banking platform, with solid exposure to UHNW/HNW clients, and min 5 yeasr in investment role.
  • Strong investment knowledge across asset classes with proven advisory capabilities.
  • Client-facing experience, able to communicate and build trusted relationships with sophisticated investors.
  • Fluent in both English and Mandarin (written and spoken) – essential for regional client coverage.

What We Offer

  • Competitive base salary and performance-based incentives.
  • Independent advisory platform – focus on client service and investment solutions, not sales quotas.
  • Opportunity to be part of a growing family office team, working closely with principals and decision-makers.

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