Assistant Vice President/Vice President - Wealth Management

LIGHTHOUSE CANTON PTE. LTD.; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

LIGHTHOUSE CANTON PTE. LTD.

in Singapore seeks an experienced Wealth Management professional to grow the firm by acquiring new clients and delivering tailored advice and solutions within regulatory guidelines. You will work as an individual contributor, leveraging deep knowledge of financial products and markets to help high-net-worth clients achieve their objectives while upholding the firm's values and integrity.

Qualifications

• University education; masters preferred in finance or economics.
• Regulatory licensing framework knowledge.
• Experience with financial products across asset classes.

Responsibilities

• Grow client base by acquiring new clients and revenue.
• Advise clients on financial services and investments.
• Monitor client accounts and respond to market changes.
• Ensure compliance with company policies and regulatory requirements.

Skills

Financial products

Global markets

HNW clients

Education

Masters in finance/economics

Job description

Job Purpose

To grow the Wealth Management business of the firm byacquiringclients and providing them withrightadviseand solutions, within the regulatory licensing framework under which Lighthouse Cantonis required tooperate.

Individual Contributor or People Manager

Individual Contributor

Duties and responsibilities

• To grow the business of the firm byacquiringnew clients andgeneraterevenue from the existing clients as per the targets agreed with Line Manager.
• Have good knowledgeofthedesignated markets todetermineopportunities for the clients. Also keep abreast with the regulations affecting banking and customer interactions, to ensure that all transactions are within the legal boundaries.
• Work with the clients to help themto meettheir financialobjectives. Proactively advise and consult with the clients, explaining the various financial services available. Educating them about investment options and potential risks when recommending investments.
• Always be aware of the client’s goals,incomeand spending to manage the portfolio. Activelymonitorclient accounts’ performance and provide advice on any interventionsrequireddue to changes in marketsituation.
• Ensure that the firm’s values,reputationand standing are always well protected whenrepresentingthefirm in external forums.
• Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks.

Prior Work Experience

• At least 10 years in the finance/ banking industry

Qualifications

• University education. Preferably amastersor specialist degree in a financeoreconomics

DomainSkills

• Strong knowledge of financial products across all asset classes.
• Demonstrated interest in the financial,globaland capital markets
• Experience in understanding the financial needs ofhigh net worthclients

Soft Skills

• Excellent business development and marketing skills
• Demonstrated ability to prioritize work, manage time/multipleclientsand work well under pressure
• Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy, in a high-pressure environment.
• Detail orientated, commitment to excellence anda high levelof integrity
• Strong communicationskills as well as team player