Associate Consultant

1 week ago


Singapore LKS PRIVATE WEALTH PTE. LTD. Full time

Build and maintain relationships with Ultra High Net Worth (UHNW) individuals and their businesses.
- Provide bespoke investment advice and manage discretionary portfolios.
- Liaise with private banks to optimize client solutions.
- Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs).
- Offer strategic planning for generational wealth transfer.
- Deliver high-net-worth insurance solutions tailored to client needs.
- Assist with trust structures, buy-sell agreements, and tax optimization strategies.
- Implement asset ringfencing and risk mitigation strategiesAny other ad-hoc assigned

**Requirements**:

- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Attention to detail and a high level of accuracy
- Ability to work independently and as a team
- Experience in Management Consultancy, Banking, Finance, Asset Management, Trust, Insurance industry is preferred
- Bachelor's degree in Finance, Business, Economics, Mathematics or a related field are preferred


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