207 Portfolio Management Roles jobs in Singapore

About CGS International

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market-leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International leverages our global and ASEAN insights to offer a range of services including equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products, and prime brokerage services across over 15 countries and regions.

In partnership with its parent organization, China Galaxy Securities, a leading securities firm in China, CGS International is trusted by more than 15 million customers worldwide.

Job Responsibilities:

Investment & Deal Sourcing:

• Identify and evaluate potential investment opportunities across various industries in Southeast Asia.
• Develop and maintain relationships with investment banks, financial advisors, corporate leaders, and entrepreneurs.
• Lead negotiations and structuring of investment deals to ensure favorable terms for the fund.

Due Diligence & Financial Analysis:

• Conduct financial modelling, valuation, and risk assessments for target companies.
• Perform commercial, operational, and legal due diligence to assess investment viability.
• Prepare investment memorandums and present recommendations to the investment committee.

Portfolio Management:

• Monitor and manage portfolio companies, working closely with management teams to drive growth and optimize value.
• Implement strategic initiatives, operational improvements, and financial restructuring as needed.
• Track financial performance to ensure alignment with fund objectives and exit strategies.

Exit Strategies:

• Develop and execute exit strategies, including trade sales, IPOs, and secondary transactions.
• Optimize fund returns through active management of divestments and liquidity events.
• Provide regular updates and reports on fund performance to investors and stakeholders.

Others:

• Assist with ongoing asset management projects on an ad hoc basis.

Job Requirements:

• Bachelor’s degree in Finance, Economics, Business, or related fields; an MBA or CFA is a plus.
• Strong financial modelling, valuation, and deal structuring skills.
• Understanding of investment trends, market dynamics, and regulatory landscapes in Southeast Asia; healthcare and technology sector knowledge is advantageous.
• Excellent communication, negotiation, and relationship-building skills.
• Familiarity with regulatory frameworks in Singapore and Malaysia.
• 5-10 years of experience in private equity, investment banking, management consulting, or asset management.
• Proficiency in Chinese for liaising with Chinese stakeholders.
• Strong organizational skills, attention to detail, and ability to multitask.

Asset Management Executive

We are seeking a seasoned Asset Management professional to lead our team in facilities management operations. The ideal candidate will possess strong leadership skills and experience in estate management.

• Provide strategic guidance to a team of facility managers in day-to-day facilities management operations.
• Conduct regular inspections of routine maintenance/improvement works and provide expert advice on facilities management matters.
• Foster positive relationships with key stakeholders and other contractors.

• Bachelor's degree in Building, Estate Management, Real Estate, or Engineering from a reputable institution.
• A minimum of 3 years of experience in estate management.
• Previous experience as an Assistant Property Manager.

Monday to Friday: 8:30am - 5:30pm (Alternate Saturdays: 8:30am - 12:30pm)

CCK Town Council, Singapore

We are seeking a seasoned Financial Expert to join our team as an Asset Management Specialist. The ideal candidate will have a proven track record in relationship management within the financial industry and a strong ability to build trust with Ultra High Net Worth (UHNW) clients.

• Clients Acquisition:
• Identify and target potential UHNW clients who align with our profile, developing innovative strategies to expand our client base through networking, referrals, and outreach efforts.
• Client Relationship Management:
• Manage and strengthen relationships with existing UHNW clients, ensuring their financial objectives are met by understanding each client's unique goals, risk tolerance, and investment preferences.
• Investment Advisory:
• Provide customized investment advice and strategies tailored to meet each client's wealth preservation and growth objectives, collaborating with our investment team to design and manage portfolios aligned with client goals.
• Portfolio Management:
• Oversee the daily management of client portfolios, optimizing asset allocation and managing risk to enhance returns.
• Wealth Planning:
• Work closely with clients to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
• Client Education:
• Educate clients on investment options, market trends, and financial planning concepts, preparing and delivering presentations or reports to keep clients informed.

Required qualifications include a Bachelor's degree in finance, economics, or a related field, along with strong communication, negotiation, and interpersonal skills.

We're a dynamic and innovative organization that fosters growth, creativity, and collaboration in our workplace.

• 14 days annual leave
• Medical benefit
• Career advancement opportunities
• Professional training provided by relevant institutions
• Site management expertise

• Manage a portfolio of small to medium-sized condominiums/buildings or be stationed at a designated condominium.
• Work closely with councils/owners to ensure efficient management of common areas and facilities.
• Source quotations for ad-hoc and term contractor services, securing council approval as required.
• Address and respond promptly to residents' feedback and requests.
• Ensure compliance with the Building Maintenance and Strata Management Act (BMSMA).
• Enforce building regulations and by-laws, ensuring compliance among occupants, visitors, and contractors.
• Oversee corrective and preventive maintenance for buildings under management.
• Monitor service providers and contractors to meet performance expectations.
• Participate in and support Council Meetings and Annual General Meetings (AGMs).

• Experience: Minimum 1-3 years in property or estate management.
• Qualifications: Diploma/Degree in Real Estate, Facilities Management, or related fields.
• Skills: Strong communication and meeting facilitation skills. Ability to manage multiple projects and stakeholders effectively. Strong problem-solving and crisis management abilities. Proficiency in Microsoft Office and property management software.
• Other Requirements: Willingness to travel and work independently with minimal supervision.

Strategic Capital Management Leader

As a seasoned professional, you will oversee capital management activities, including strategic injections, dividend distribution, and reduction of capital. Your expertise in analytics will support the Asset Liability Committee (ALCO) functions, encompassing earnings, capital, and product profitability.

Key responsibilities include organizing ALCO meetings, coordinating with various teams, and preparing minutes. You will also liaise with finance, actuarial, risk, investment, and asset liability management (ALM) teams to ensure comprehensive preparation for ALCO meetings.

To excel in this role, you should possess:

• University degree above
• 8-12 years of experience in insurance or consultancy firms
• Prior experience in actuarial, investment, or ALM roles
• Familiarity with actuarial modeling, RBC2, and IFRS17
• Proficiency in asset and liability modeling

Benefits Include:

• Dynamic and innovative work environment
• Opportunities for skill-building and exploration
• Latest data and technology solutions

Job Summary:

We are seeking a Fund Operations Specialist to manage the day-to-day operations of multiple funds, ensuring efficient processing of investor subscriptions and redemptions, account openings and exchange membership applications, timely bill payments, and documentation maintenance.

Additionally, you will perform trade settlement for US equities, reconciling across portfolio manager, prime broker, and internal systems. You will review Net Asset Value reports from fund administrators and support annual funds audits and declarations.

This role requires cultivating and maintaining strong relationships with key partners, including brokers, fund administrators, and service providers, serving as a primary point of contact for external queries and internal stakeholders.

You will also take on ad-hoc projects and responsibilities assigned by your manager.

• Bachelor's degree in Finance, Accounting, or related field.
• Minimum 3 years of experience in fund operations or a related role within asset management or hedge funds.
• Proven experience in settlement and reconciliation of US stock trades, including familiarity with DTCC, brokers, and post-trade workflows.
• Expertise in financial markets and comprehensive knowledge of financial statements.
• Detail-oriented with excellent analytical and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office Suite and enterprise collaboration tools.
• Outstanding communication and interpersonal skills.

Our company offers a dynamic work environment, opportunities for growth and professional development, and a competitive compensation package.

This position is open to qualified candidates who can demonstrate their expertise in fund operations and ability to work in a team environment.

• Wealth Asset Manager ((Junior and Mid-Level)
• Team Leader (Mid-Level with experience)
• Sales Management Trainee
• General Insurance Broker Trainee

• Providing Financial Portfolio Advisory with over 40 insurers partnership.
• HNW and Private Client Wealth Asset Management.
• Business Strategies, Will-Writing, Trust and Estate Planning
• Group and Company Employee Benefits
• Manage Investment AUM with strong Investment Knowledge.
• Risk Management and Wealth Preservation.
• B2C and B2B collaboration.
• Creative mind in Marketing and Social Media knowledge is a plus.
• Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma or Professional Degree in any field.
• Applicants should be Singaporean citizens.
• Experienced sales/advisory experience with the banks and the insurance companies will have added advantage.

• Attractive high package for bankers and experienced candidates.
• Group Medical and Medical GP Card Coverage.
• Monthly Allowance for Wealth Managers.
• Start-Up Income schemes available for qualified candidates.
• Performance-based incentives such as allowance, commission and overseas trips.
• Yearly Performance Bonus.
• Industry and company recognition, e.g. Million Dollar Round Table Award
• Continuous professional development through a comprehensive training and development program
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates.

Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?

Sounds like a dream career? Then you'll fit right in at Atlas Advisors Group.

We believe in making a difference in this career path. It's not just another job. We are looking for creative minds focusing on innovation, strong learner and the ability in client management.

Our top associates are among the industry top earners, their income range from $150,000 to a $500,000 dollars per annum.

We provide coaching and training in terms of Marketing, Clients Engagement and innovative leads generation. Fast track career progression for management role. Sounds rewarding? Join us today

Opening Positions

• Wealth Asset Manager ((Junior and Mid-Level)
• Team Leader (Mid-Level with experience)
• Sales Management Trainee
• General Insurance Broker Trainee

Job Responsibilities

• Providing Financial Portfolio Advisory with over 40 insurers partnership.
• HNW and Private Client Wealth Asset Management.
• Business Strategies, Will-Writing, Trust and Estate Planning
• Group and Company Employee Benefits
• Manage Investment AUM with strong Investment Knowledge.
• Risk Management and Wealth Preservation.
• B2C and B2B collaboration.
• Creative mind in Marketing and Social Media knowledge is a plus.
• Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)

Job Requirements

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma or Professional Degree in any field.
• Applicants should be Singaporean citizens.
• Experienced sales/advisory experience with the banks and the insurance companies will have added advantage.

Benefits

• Attractive high package for bankers and experienced candidates.
• Group Medical and Medical GP Card Coverage.
• Monthly Allowance for Wealth Managers.
• Start-Up Income schemes available for qualified candidates.
• Performance-based incentives such as allowance, commission and overseas trips.
• Yearly Performance Bonus.
• Industry and company recognition, e.g. Million Dollar Round Table Award
• Continuous professional development through a comprehensive training and development program
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates.

To join us and make a real difference, send in your resume to

We regret that only shortlisted candidates will be notified.

Company: Leading Global Bank

Location: Singapore

Employment Type: Permanent, Full-Time

Join the Asset Management team of an international bank with a strong Asia-Pacific presence. Support fund launches, portfolio management, and investment operations in a dynamic banking environment.

• Assist in establishing the processes and workflows for launch of new funds (or any other asset management products) and in monitoring existing products.
• Analyze market trends for new investment opportunities and product development.
• Address operational, legal, compliance or risks issues and ensuring adherence to all relevant regulations and internal policies.
• Negotiate and review legal documents and agreements related to the asset management business.
• Participate in the development and ongoing monitoring of client's portfolio.
• Support the implementation and approval processes of new asset management products.
• Assist the Fund Manager in preparing of investment meetings, writing reports and supporting other fund management activities.
• Perform day-to-day business-as-usual (BAU) operations of the department as required.
• Execute ad-hoc projects for department leadership.

• Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or CFA qualification will be an added advantage.
• Preferably registered as an Appointed Representative with MAS.
• Strong understanding of financial markets, investment principles, and accounting standards.
• 1-3 years of experience in an investment analysis, financial research or a related role within asset management, wealth management or private banking.
• Familiarity with equity and fixed income markets, Exchanged Traded Funds (ETFs), financial instruments, and investment strategies.
• Strong knowledge of securities, financial statement analysis and macroeconomic trends. Experience in financial modeling is an added advantage.
• Experience using financial databases and analytics platforms (e.g. Bloomberg, Excel); VBA skills are a plus.