Avp Assistant Client Advisor

1 day ago

Singapore Lighthouse Canton Full time

**Job Purpose**:
**Individual Contributor or People Manager**

Individual Contributor.

**Duties & Responsibilities**:
**(A) Client Relationship Management**

Support the team of Client Advisors and Vice President - Wealth Management in developing, managing, and retaining existing Ultra High Net Worth (UHNW) client relationships by delivering exceptional wealth management services as part of Lighthouse Canton’s client experience journey.

**(B) Investment and Financial Planning**

Collaborate closely with the Investment Portfolio Management team to provide customized and comprehensive investment solutions and financial planning portfolios for UHNW clients.

**(C) Client Servicing and Account Management**

Respond promptly to all client queries and instructions; monitor transactions and activities in client accounts to ensure timely and accurate resolutions.

**(D) Cross-Departmental Collaboration**

Work with other departments to ensure a seamless and efficient client resolution experience.

**(E) Firm Representation and Values**

Uphold the firm’s values, reputation, and standing when representing Lighthouse Canton in external forums.

**(F) Regulatory Compliance and Policy Adherence**

Ensure that all activities are conducted within the regulatory framework and adhere to the company's internal policies and procedures.

**(G) Partnership Coordination**

Coordinate with business partners to understand how their services integrate with Lighthouse Canton’s overall practices and objectives.

**Qualifications**:
- Bachelor’s degree from a recognized university (Master’s degree or certifications like CFP/CFA preferred).
- Preferably CACS certified (Module 1 & 2).
- 6-7 years of experience in the private banking or wealth management industry preferred.

**Domain Skills**:
- Strong understanding of the financial services industry and financial consulting responsibilities.
- Demonstrated interest in financial, global, and capital markets.
- Experience in understanding and addressing the financial needs of Ultra High Net Worth (UHNW) clients.

**Soft Skills**:
- Demonstrates a commitment to exceptional client service through professional excellence, adherence to the highest ethical standards, and effective utilization of available resources.
- Detail-oriented, with a strong commitment to excellence and integrity.
- Excellent interpersonal skills with the ability to build and maintain a strong network of relationships.
- Possesses active listening and critical thinking skills.
- Takes a creative approach to problem-solving and develops innovative solutions to meet client needs.
- Highly motivated and adaptable, thriving in a fast-paced, dynamic, and entrepreneurial environment with a client-first attitude.
- Able to work independently and collaboratively within a team, handling multiple responsibilities with accuracy under pressure.
- Excellent administrative and marketing skills.
- Strong coordination and organizational capabilities.

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