Analyst/Associate - Assistant Relationship Manager

Lighthouse Canton; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Lighthouse Canton Pte Ltd is seeking a Client Advisor support professional to help Client Advisors manage high net worth client relationships and deliver superior wealth management services. The role focuses on understanding client needs, delivering customized investment solutions, and ensuring precise execution of client instructions.

You will work closely with Investment and ARM teams, maintaining strong client service standards, compliance, and seamless cross-department collaboration to

Qualifications

• Bachelor’s degree from a recognized university.
• CFP/CFA certification or Master’s degree preferred.
• CACS certified (Module 1 & 2) preferred.
• 1 to 3 years of experience in private banking or wealth management.

Responsibilities

• Support Client Advisors and ARM Team Lead in developing, managing, and retaining existing HNW & UHNW client relationships.
• Provide customized investment solutions and financial planning portfolios for HNW & UHNW clients.
• Respond promptly to client queries and instructions; monitor transactions and client accounts for timely resolutions.
• Collaborate with other departments to ensure a seamless client resolution experience.
• Uphold the firm’s values and reputation in external forums.
• Ensure activities comply with regulatory frameworks and internal policies.
• Coordinate with partners to understand services integration with Lighthouse Canton’s practices.

Job description

Founded in 2014, Lighthouse Canton is a Singapore-headquartered global investment management firm with approximately US$ 6+ billion in Assets Under Management (AUM). Lighthouse Canton is one of the leading and award-winning investment firms in the region, focusing on managing funds with uncorrelated investment strategies, providing investors with the opportunity to achieve consistent returns across market cycles. Lighthouse Canton has offices in Singapore, Dubai, India, and the UK.

Job Purpose

The candidate will support Client Advisors in managing client relationships by delivering a superior client experience - through understanding, anticipating, and accurately executing client transactions. They will provide exceptional organizational support to Client Advisors and senior leadership, while excelling in daily responsibilities in alignment with Lighthouse Canton (LC)’s Vision and Mission.

Individual Contributor or People Manager

Key Responsibilities

(A) Client Relationship Management

Support the team of Client Advisors and ARM Team Lead in developing, managing, and retaining existing HNW & 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 HNW & 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.

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.

Key Requirements

Qualifications

• Bachelor’s degree from a recognized university (Master’s degree or certifications like CFP/CFA preferred).
• Preferably CACS certified (Module 1 & 2).
• 1 to 3 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.

All information will be treated with the strictest confidentiality. We regret to inform that only shortlisted candidates will be contacted.