At least 5 years of relevant experience in portfolio management, wealth management, discretionary portfolio management, managed accounts, investment advisory, or digital wealth platforms.
Proven experience in client portfolio management, model portfolios, or wealth investment solutions.
Strong understanding of asset allocation, portfolio construction, portfolio theory, and risk management.
Experience applying quantitative or data-driven approaches to portfolio construction, optimisation, or rebalancing.
Good understanding of multi-asset investment products, including equities, fixed income, ETFs, and other products commonly used in wealth portfolios.
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field.
Responsibilities
Design and manage multi-asset client portfolios and model portfolios across different risk profiles and investment objectives.
Develop and implement asset allocation, portfolio construction, optimisation, and rebalancing strategies for wealth management solutions.
Monitor portfolio performance, risk exposures, and asset allocation, ensuring alignment with investment objectives and portfolio guidelines.
Contribute to the development of digital wealth and robo-advisory investment solutions, including risk profiling, portfolio logic, and automated rebalancing rules.
Work closely with Product, Technology, Risk, and Compliance teams to translate investment strategies into scalable digital investment solutions.
Support investment governance, reporting, and investment committee processes.
Desired Qualifications
Direct experience with robo-advisory, digital wealth management, or automated investment solutions is highly preferred.
CFA or equivalent is preferred.
Proficiency in Chinese and English is preferred to collaborate with clients, partners, and internal stakeholders across markets.
Candidates with experience primarily focused on mutual fund, hedge fund, or institutional fund management, without direct wealth management or client portfolio experience, may not be the best fit for this role.
About Us Longbridge is a leading, next-generation internet brokerage and fintech company established in Singapore in 2019. We provide a one-stop, multi-asset global investment platform offering access to SG, HK, and US markets, with innovative investment and trading solutions designed to make investing smarter, simpler, and more accessible.
As we continue to expand our wealth management capabilities, we are looking for a Portfolio Manager to develop and manage client-centric investment solutions across discretionary wealth management and digital investment platforms.This role focuses on client portfolio management, model portfolio construction, asset allocation and digital wealth solutions. Key Responsibilities:
Design and manage multi-asset client portfolios and model portfolios across different risk profiles and investment objectives.
Develop and implement asset allocation, portfolio construction, optimisation and rebalancing strategies for wealth management solutions.
Monitor portfolio performance, risk exposures and asset allocation, ensuring alignment with investment objectives and portfolio guidelines.
Contribute to the development of digital wealth and robo-advisory investment solutions, including risk profiling, portfolio logic and automated rebalancing rules.
Work closely with Product, Technology, Risk and Compliance teams to translate investment strategies into scalable digital investment solutions.
Support investment governance, reporting, and investment committee processes.
Requirements
At least 5 years of relevant experience in portfolio management, wealth management, discretionary portfolio management, managed accounts, investment advisory, or digital wealth platforms.
Proven experience in client portfolio management, model portfolios or wealth investment solutions.
Strong understanding of asset allocation, portfolio construction, portfolio theory and risk management.
Experience applying quantitative or data-driven approaches to portfolio construction, optimisation or rebalancing.
Direct experience with robo-advisory, digital wealth management or automated investment solutions is highly preferred.
Good understanding of multi-asset investment products, including equities, fixed income, ETFs and other products commonly used in wealth portfolios.
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering or a related field; CFA or equivalent preferred.
Proficiency in Chinese and English is preferred to collaborate with clients, partners and internal stakeholders across markets.
Candidates with experience primarily focused on mutual fund, hedge fund or institutional fund management, without direct wealth management or client portfolio experience, may not be the best fit for this role.