Senior Portfolio Manager -Wealth Management Group

About Us:

JM Financial is an integrated and diversified financial services group. The Group's primary businesses include (i) Corporate Advisory and Capital Markets caters to Institutional, Corporate, Promoters, Government and Ultra High Networth clients and includes investment banking, and institutional equities and research; (ii) Wealth and Asset Management includes Wealth Management business, Broking, PMS, Equity & Debt AIFs, and Mutual Fund business; (iii) Private Markets comprises of Private Credit (Corporate, Bespoke, Real Estate and Distressed Credit) and Investments (Private equity funds, REITs etc.); and (iv) Affordable Home Loans includes the affordable housing finance business.

Through our Wealth Management business, we offer products and services to Retail, High Net-worth Individuals, corporates and trusts. We keep a track of their investment goals and emerging opportunities to offer solutions that help them choose from a wide range of trading and investment opportunities. We help clients manage their complex wealth planning challenges and help them benefit from the industry's most promising new ideas. We believe that wealth management is more than offering just investment advice; it encompasses all aspects of a client's financial life. 

Global Family Office | Discretionary Portfolios | Performance-Driven Platform

We are representing a boutique, multi-family office that manages discretionary portfolios for ultra-high-net-worth clients across Asia. The firm is seeking a Senior Portfolio Manager to lead its investment function, drive portfolio performance, and help shape the next stage of its growth.

This is a front-office role with real influence, ideal for a proven investment professional who thrives in a flat, entrepreneurial environment and wants full ownership of multi-asset portfolios and performance outcomes.

Position: Senior Portfolio Manager - Wealth Management Group

Key Responsibilities

• Lead discretionary and advisory portfolios across equities, fixed income, and multi-asset strategies, with accountability for performance and risk management.

• Develop and execute investment strategy, asset allocation, and portfolio construction in line with client objectives.

• Conduct deep market and fund research; generate actionable investment ideas and manage implementation.

• Act as the investment lead in client discussions, articulating portfolio rationale, market outlook, and strategy with confidence and clarity.

• Partner closely with client advisors and internal stakeholders to deliver personalized proposals and portfolio reviews.

• Oversee the firm's model portfolios and internal funds, serving as a reference for client portfolios.

• Continuously enhance investment processes, analytics, and governance frameworks to support scalability.

Requirements

• 8–15 years of relevant experience across private banking, asset management, or institutional portfolios.

• Strong foundation in equity and multi-asset portfolio construction, with a consistent track record of owning and delivering investment performance.

• Experience in a boutique or lean setup preferred; hands-on, self-driven, and comfortable leading from the front.

• Excellent communication skills; fluent in English and Hindi to liaise with Indian Diaspora / UHNW clients.

• CFA or equivalent qualification is an advantage.

Ideal Candidate

• You combine institutional training with an entrepreneurial mindset. 

• You have run portfolios end-to-end, managed P&L, and earned the trust of clients through credibility and results. 

• You're analytical yet practical — confident defending your views, but collaborative in a close-knit, high-performance team.

Offer

• Senior front-office role with true portfolio ownership and visibility.

• Exposure to sophisticated UHNW clients and high-conviction mandates.

• Market-competitive base salary with performance-linked upside.

• Collaborative culture that values integrity, initiative, and long-term growth.

Location: Singapore

Interested candidates please send your CV to: [Confidential Information] / [HIDDEN TEXT]