Singpoli Insurance Agency

The mission of Singpoli Insurance Agency will be to provide a high level of expertise in the areas of commercial and personal insurance needs to the clientele of Singpoli family of companies.

We provide full range of coverage from personal to commercial lines. We also offer an extensive group of “A” rated companies with quick turnaround times to give you a peace of mind in these uncertain times. Secure your family’s financial future with Singpoli Insurance.

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Singpoli Mortgage Brokerage

The mission of Singpoli Mortgage Brokerage will be to provide a unique set of mortgage products that cater to the needs of foreign nationals, entrepreneurs, and business owners. Bi-lingual skills will be offered throughout the loan process to provide a highly personal process to what can be a challenging event in the United States.

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Singpoli Private Wealth

The mission of Singpoli Private Wealth is to educate, guide, and manage High Net Worth family’s wealth in a prudent and fiduciary manner. We work with a team of advisers to develop tax efficient investment strategies and insure that the wealth is preserved for future generations through ongoing planning and guidance.

Careers

Senior Portfolio Manager

Responsible for researching and synthesizing large volumes of financial data into specific client recommendations, portfolio proposals, reviews and asset allocation models. Evaluate and compare listed securities, private equity and hedge fund selection. Perform quantitative analysis in portfolio optimization and risk management to service ultra high net worth clientele. Analyze financial data and trends to develop strategies to achieve investors’ financial objectives. Advise on evaluation and selection of securities and funds for client goals, risk management and hedging strategies. Monitor the investments for changes in style, risk or volatility drift. Consult with asset owner clients on all aspects of their asset allocation process, long term strategic goals-based planning and tactical investment opportunities. Provide updates on client cash, distribution and funding needs related to trusts, private foundations and international estate planning. Manage assets for Asian institution investors, family offices and ultra high net worth individuals in achieving their investment goals.

    • Strong written and oral communication skills.
    • Strong interpersonal skills.
    • Highly self-motivated and directed.
    • Keen attention to detail.
    • Experience working both independently and in a team-oriented, collaborative environment.

Please send resume to ccolbath@singpoli.com