Portfolio Advisor

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.

Key responsibilities:

  • 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.

  • Requirements:

  • 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:

    We regret that only shortlisted candidates will be notified.

    Interested? Apply now!