The candidate will be a part of the team providing tailored investment recommendations to Ultra-High Net Worth individuals and families, the candidate will be the in-house expert in formulating and structuring strategic and tactical portfolios to meet the investment objectives of our clients.Formulating investment theses and ideas with an appreciation of the current macro-economic climate and market conditions.Working closely with Wealth Managers in asset allocation and portfolio construction according to clients’ investment objectives and risk appetite.Leading in the sourcing, screening and analysing of potential investment opportunities for client portfolios.Structuring investment deals and product solutions.Meeting with key clients for portfolio reviews and rebalancing.Conducting internal marketing briefings.
Bachelor’s Degree with 12+ years of relevant experience in a private banking or investment consultancy environment. Candidates with CFA or CAIA will be considered favourably.Advanced knowledge of accounting and financial modelling; demonstrated ability in analytical skills.Highly knowledgeable in multiple asset classes.Highly proficient in Microsoft Office Suite.Excellent written and verbal communication skills; demonstrated ability to lead a team and skilfully engage with stakeholders across all levels of an organisation.A proactive team player with strong interpersonal skills and the ability to work independently.
About Golden Equator Wealth
Golden Equator Wealth is a full-service multi-family office. We offer UHNW individuals and families services including Advisory Services and Portfolio Strategies, Discretionary Portfolio Management, Credit Solutions, Wealth Transfer & Succession Planning (including grooming of the wealthy families’ next-gen), and Global Investor Program Scheme application. Golden Equator Wealth holds a Capital Markets Services License from the Monetary Authority of Singapore that allows us to conduct the regulated activity of fund management on behalf of accredited and/or institutional investors.
For more information, please visit: goldenequatorwealth.com
We regret that only shortlisted candidates will be notified.