525 Wealth Manager Financial Consultant jobs in Singapore

Associate, Portfolio Management page is loadedAssociate, Portfolio Management Apply locations Singapore time type Full time posted on Posted Today job requisition id 10015178JOB DESCRIPTION

1. Portfolio Management
• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.

2. Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.

3. Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
• Highly numerate and possessing excellent written and verbal communication skills.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Amiable, team player.

Keppel is a global asset manager and operator headquartered in Singapore. With operations in more than 20 countries worldwide, we provide innovative solutions that address some of the world's most pressing needs across the energy transition, rapid urbanisation, and increasing digitalisation.

With sustainability at the core of our strategy, Keppel harnesses the strengths and expertise of our business units to develop, operate and maintain real assets, which provide diverse solutions that are good for the planet, for people and for the Company.

Keppel actively seeks out bright and dynamic individuals to join our talent pool. We offer our employees opportunities to grow and shape their careers, across the geographies in which we operate.

Be part of our Keppel family today.

Find out how Keppel is committed to shaping a brighter, better tomorrow, and building a sustainable future for all.

Join to apply for the Associate, Portfolio Management role at Keppel (Fund Management & Investment)

Join to apply for the Associate, Portfolio Management role at Keppel (Fund Management & Investment)

Get AI-powered advice on this job and more exclusive features.

• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
• Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
• Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
  
  

• Portfolio Management
• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
• Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
• Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
  
  

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
• Highly numerate and possessing excellent written and verbal communication skills.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Amiable, team player.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Investment Management

Referrals increase your chances of interviewing at Keppel (Fund Management & Investment) by 2x

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Join to apply for the Associate, Portfolio Management role at Keppel (Fund Management & Investment)

Join to apply for the Associate, Portfolio Management role at Keppel (Fund Management & Investment)

Get AI-powered advice on this job and more exclusive features.

• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
• Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
• Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
  

• Portfolio Management
• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
• Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
• Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
  

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
• Highly numerate and possessing excellent written and verbal communication skills.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Amiable, team player.
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

Referrals increase your chances of interviewing at Keppel (Fund Management & Investment) by 2x

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INVESTMENT ANALYST | VENTURE CAPITAL | SECONDARIES FOCUSED

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Associate, Portfolio Management page is loaded

Associate, Portfolio Management

JOB DESCRIPTION

1. Portfolio Management
• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
2. Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
3. Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.

JOB REQUIREMENTS

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
• Highly numerate and possessing excellent written and verbal communication skills.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Amiable, team player.

BUSINESS SEGMENT

PLATFORM

Similar Jobs (2)

Associate, Portfolio Management

Director, Portfolio Management

Keppel is a global asset manager and operator headquartered in Singapore. With operations in more than 20 countries worldwide, we provide innovative solutions that address some of the world's most pressing needs across the energy transition, rapid urbanisation, and increasing digitalisation.

With sustainability at the core of our strategy, Keppel harnesses the strengths and expertise of our business units to develop, operate and maintain real assets, which provide diverse solutions that are good for the planet, for people and for the Company.

Keppel actively seeks out bright and dynamic individuals to join our talent pool. We offer our employees opportunities to grow and shape their careers, across the geographies in which we operate.

Be part of our Keppel family today.

What if we could build a better world?

Find out how Keppel is committed to shaping a brighter, better tomorrow, and building a sustainable future for all.

• Closely coordinate with various teams to ensure timely completion of portfolio transfers.
• Conduct pre-processing checks for all transfers, verifying approval and instructions from clients.
• Evaluate process efficiency and recommend improvements to enhance productivity.

• Meticulous attention to detail and strong analytical skills.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced environment and meet deadlines.
• Degree in banking, finance, or related field, with 2-3 years of experience in Private Bank Operations.

• A dynamic and supportive work environment.
• Opportunities for professional growth and development.
• A competitive salary package.

Join to apply for the
Associate, Portfolio Management
role at
Keppel (Fund Management & Investment)
Join to apply for the
Associate, Portfolio Management
role at
Keppel (Fund Management & Investment)
Get AI-powered advice on this job and more exclusive features.
Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
Client Relationship Management & Business Development
Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
Transactions and Asset Management
Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
Preparation of materials used in the investment approval process.
Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
Job Description
Portfolio Management
Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
Client Relationship Management & Business Development
Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
Transactions and Asset Management
Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
Preparation of materials used in the investment approval process.
Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
Job Requirements
Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
Highly numerate and possessing excellent written and verbal communication skills.
Diligent, organised, reliable with attention to detail.
Curious and willingness to suggest improvements.
Amiable, team player.
BUSINESS SEGMENT
Infrastructure
PLATFORM
Fund Management Seniority level
Seniority level Entry level
Employment type
Employment type Full-time
Job function
Job function Finance and Sales
Industries Investment Management
Referrals increase your chances of interviewing at Keppel (Fund Management & Investment) by 2x
Sign in to set job alerts for “Associate Portfolio Manager” roles.
INVESTMENT ANALYST | VENTURE CAPITAL | SECONDARIES FOCUSED
Associate, Real Estate Investment and Asset Management, Asia Pacific
Analyst/ Associate, Portfolio Data and Reporting, Private Equity 16508
Associate/AVP, Portfolio Execution Group, Balance Sheet Management - Portfolio Manager FX and STIR 16418
Investment Manager / Associate Principal, Early Stage
Point72 Academy 2025 Investment Analyst Program for Experienced Professionals SG
Associate Director, Private Equity Fund Investment
Investment Manager / Associate Principal, Healthcare
Investment and Strategic Partnership Associate / Manager
Associate/AVP, Data Management, Investment Services Private Markets 16385
Associate, Controller, Investment Operations 16347
Associate Vice President, Investment Operations
Internal Auditor - Commercial & Investment Bank Markets, Associate
Associate Director, Investments-Linked & Pensions Business Propositions (AIA Investment Management)
Senior Actuarial Associate, Health Pricing and Portfolio Management - HSBC Life
Global Banking and Markets, Investment Banking, Associate, Singapore
Analyst/Associate, Private Equity Fund Investment
Analyst/Associate, Investment, Renewable Energy
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr

Associate, Portfolio Management page is loaded
Associate, Portfolio Management Apply locations Singapore time type Full time posted on Posted Today job requisition id 10015178
JOB DESCRIPTION
1. Portfolio Management
• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
2. Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
3. Transactions and Asset Management

• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.

JOB REQUIREMENTS
Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
Highly numerate and possessing excellent written and verbal communication skills.
Diligent, organised, reliable with attention to detail.
Curious and willingness to suggest improvements.
Amiable, team player.
BUSINESS SEGMENT
Infrastructure
PLATFORM
Fund Management Similar Jobs (2)
Associate, Portfolio Management locations Singapore time type Full time posted on Posted 30+ Days Ago Director, Portfolio Management locations Singapore time type Full time posted on Posted 12 Days Ago
Keppel is a global asset manager and operator headquartered in Singapore. With operations in more than 20 countries worldwide, we provide innovative solutions that address some of the world's most pressing needs across the energy transition, rapid urbanisation, and increasing digitalisation.
With sustainability at the core of our strategy, Keppel harnesses the strengths and expertise of our business units to develop, operate and maintain real assets, which provide diverse solutions that are good for the planet, for people and for the Company.
Keppel actively seeks out bright and dynamic individuals to join our talent pool. We offer our employees opportunities to grow and shape their careers, across the geographies in which we operate.
Be part of our Keppel family today.
What if we could build a better world?
Find out how Keppel is committed to shaping a brighter, better tomorrow, and building a sustainable future for all.
#J-18808-Ljbffr

Join to apply for the Head of Portfolio Management role at Sanofi .

About The Job
We deliver 4.3 billion healthcare solutions to people every year, thanks to the flawless planning and meticulous eye for detail of our Manufacturing & Supply teams. With your talent and ambition, we can do even more to protect people from infectious diseases and bring hope to patients and their families.

Responsibilities
As Head of Site Portfolio Management, you'll lead strategic planning and project execution at our Singapore biologics facility. You'll be a key member of the Site Leadership Team, ensuring smooth operations and successful implementation of new products. Main responsibilities include but are not limited to:

• Lead site-wide planning and project prioritization
• Manage new product introductions from planning to execution
• Guide a team of project management experts
• Serve as the main contact for Global Business strategy teams

Project Portfolio Management
Oversee all site projects and their budgets. Monitor, control & report on cost, schedule, and resource management. Coordinate facility capacity planning. Lead risk management activities. Develop integrated strategy roadmaps for site initiatives.

Team Development
Build and mentor high-performing teams. Foster innovation and best practices. Drive digital solution adoption for better efficiency.

About You
University degree(s) in Biotechnology, Chemical/Pharmaceutical Engineering; MBA is a plus. Outstanding leadership skills with proven experience in building and leading cross-functional teams or managing industrial sites. Proven industry experience in manufacturing operations, project management, process development, quality systems, or engineering. Strategic thinking and business acumen. Strong communication and senior stakeholder management skills. Experience with digital tools such as Kinaxis, SmartQC/LIMS, eOEE, Qualipso, TM1.

Work Environment
This role is based at our Modulus facility in Tuas, Singapore, requiring full-time on-site presence to ensure operational excellence.

Join Sanofi and step into a new era of science, where your growth can be as transformative as the work we do. We invest in you to reach further, think faster, and do what’s never been done before. Help us push boundaries, challenge convention, and build smarter solutions that reach communities worldwide. Ready to chase the miracles of science and improve lives? Let’s Pursue Progress and Discover Extraordinary – together.

At Sanofi, we provide equal opportunities to all regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or other characteristics protected by law.

• Director

• Full-time

• Finance and Sales

• Pharmaceutical Manufacturing

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies – the foundation of a balanced, global investment platform.

WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged to think openly about problems, balancing intellectualism and practicality. Excellent ideas come from anyone, anywhere. Employees are encouraged to challenge conventional thinking and possess an attitude of continuous improvement.

Our goal is to hire the best and the brightest. We value intellectual horsepower first and foremost, and people who demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it.

The Role:

• We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategies

Job Responsibilities (include, but not limited to the following)

• Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options
• Lead, manage and grow quantitative investment portfolio
• Contribute to broader firm research and strategic initiatives

What You’ll Bring:

• 2+ years’ experience in developing systematic strategies including a verifiable track record with positive PnL and Sharpe
• Strong programming skills in mainstream quant programming languages, such as Python and C++

The Portfolio Manager Opportunity:

• Transparent and formula-based compensation
• Opportunities to contribute to other research and strategy initiatives
• Access to WorldQuant’s alpha pool, portfolio management tools and innovative technology platforms
• Access to a deep and broad menu of datasets supported by a dedicated data team
• Cross-asset execution led by a multi-regional trading team
• Participation in internal research conferences and forums
• Autonomy to build your own strategies along with several opportunities for collaboration and mentorship
• Access to AI and Machine Learning opportunities applied to financial markets