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Wealth Management Associate
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Lighthouse Canton Pte. Ltd. is a leading independent asset manager to institutional investors and private clients. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs.
We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Management Associate. As a key member of our team, you will be responsible for providing administrative support, conducting research, and interacting with clients to deliver exceptional service.
Key Responsibilities- Assist in the preparation of client presentations, financial reports, and investment proposals.
- Provide administrative support, including scheduling appointments, preparing documents, and handling client inquiries.
- Conduct research and stay up-to-date with financial markets, industry trends, and economic developments.
- Interact with other team members and departments to provide excellent client service.
- Ensure compliance with regulatory requirements and internal policies.
- Minimally a bachelor's degree in finance, banking, business, or a related field.
- Prior internship experience in banks or financial institutions is preferred.
- Strong written and conversational skills in English and Mandarin.
- Excellent communication and interpersonal skills.
- Detail-oriented with a high degree of accuracy.
We offer a collaborative and dynamic work environment, surrounded by driven colleagues, and the opportunity to make an impact from day one. If you are a motivated and detail-oriented individual looking to grow your career in the financial industry, we encourage you to apply.