VP, Portfolio Counselling

Attractive remuneration plus benefits
Sep 23, 2017
Sep 26, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Targeting 9 model portfolios (Conservative, balanced, aggressive for North and South Asia teams), also well as model portfolios for the International teams, you will help to prepare pitch books and presentation/ training materials.  You will maintain models and tools for ongoing monitoring and changes in holdings, and perform returns reporting and attribution.  You will also collate and review research materials for portfolio construction, as well as link and align the CIO strategic views against the model portfolio holdings.  You will prepare the monthly model portfolio updates


  • Finance graduate with CFA preferred
  • Minimum 8 - 10 years of relevant investment experience
  • Possess cross-asset class experience/ exposure
  • Possess good experience in building Excel tools (macros, VBA) and familiar with using Bloomberg tools
  • Exposure in performance reporting
  • Sales and marketing oriented


Submit your application to recruitment@wmrc.com.sg quoting the Job Title or call +65 6549 7818 for more information.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC's personal information and privacy policy.

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