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PERSOL Singapore Pte Ltd

Director, Portfolio Solution

10-12 Years
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  • Posted 12 days ago
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Job Description

Brief Summary

Join a dynamic team where you will leverage your wealth management expertise to engage affluent clients and facilitate investment solutions. This role offers the opportunity to build lasting relationships and shape personalized portfolio strategies.

Responsibilities

  • Market and distribute Model Portfolios to affluent individuals, family offices, associations, and corporate clients. Collaborate with sales advisors to position Model Portfolios as essential portfolio solutions. Conduct product briefings and client presentations to explain portfolio construction, risk profiles, and investment rationale. Develop new client prospects while nurturing existing relationships. Work closely with investment and product teams to provide comprehensive wealth solutions tailored for clients.

Requirements

  • Degree in Finance, Business, or a related field. 10-12 years of relevant experience in wealth management sales or asset management. Strong track record in client acquisition and relationship management. Comfortable with proactive prospecting and cold calling. Ability to communicate investment ideas effectively to non-specialist clients. Working knowledge of asset allocation, diversification, and portfolio risk concepts.

More Info

About Company

PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.

We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.

In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.

Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.

Our full Privacy Policy is available at https://www.persolsingapore.com/policies. If you wish to withdraw your consent, please drop us an email at "sg.dataprotection@persolapac.com" to let us know. Please feel free to contact us if you have any queries.

For more information, please visit www.persolsingapore.com

Job ID: 148703107

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