Portfolio Manager, Family Office

Senior Portfolio Manager Global Family Office

An award-winning global multi-family office serving ultra-high-net-worth (UHNW) clients across Asia. The firm offers an entrepreneurial, high-performance culture with a lean structure and a strong commitment to delivering bespoke investment solutions and long-term value for its clients.

We are seeking a seasoned Senior Portfolio Manager to join its core investment team in Singapore. This is a senior front-office role offering full portfolio ownership, designed for professionals with deep multi-asset investment experience and a strong ability to engage UHNW clients. The ideal candidate has a track record of delivering investment performance, thrives in a lean, hands-on environment, and is ready to play a strategic role in shaping the firms investment capabilities.

Key Responsibilities

Portfolio Management & Client Advisory

• Drive portfolio strategy and execution across discretionary and advisory mandates.
• Portfolio construction, asset allocation, and investment selection across equity, fixed income, and multi-asset strategies.
• Serve as the investment lead in client meetingsarticulating market views, portfolio rationale, and recommendations clearly.
• Monitor portfolio performance, conduct regular rebalancing, and manage risk exposure.
• Conduct research and due diligence on public market instruments and funds.
• Deliver tailored investment ideas and ensure their successful execution and performance accountability.
• Collaborate closely with client advisors to deliver tailored proposals and portfolio reviews.
• Maintain strong relationships with external managers, platforms, and service providers.

Investment Process & Platform Development

• Strengthen investment infrastructure by enhancing frameworks, decision-making tools, and compliance processes.
• Enhance portfolio reporting, analytics, and internal workflows to improve decision-making and scalability.
• Participate in the design and evolution of the firms investment offerings.

Requirements

• 10 to 15 years of relevant experience in investment management, preferably in private banking, family offices, or institutional asset management.
• Demonstrated track record in managing multi-asset or equity portfolios with direct performance accountability.
• Solid investment judgment and a hands-on approach to portfolio oversight.
• Bachelors degree in Finance, Economics, or a related discipline.
• CFA Charterholder or equivalent qualification preferred.
• Proficiency in Bloomberg, FactSet, or similar portfolio management systems.
• Confident, analytical, and decisive in defending investment views.
• Entrepreneurial mindset, thrives in a lean, agile environment.
• Excellent communication skills in English and Mandarin.

EA No 23S1936

Information :

• Company : Perennial HR
• Position : Portfolio Manager, Family Office
• Location : Singapore
• Country : SG