Associate Consultant

LKS PRIVATE WEALTH PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A financial services firm in Singapore is seeking a professional to manage relationships with Ultra High Net Worth individuals. The role involves providing customized investment advice, managing portfolios, and liaising with private banks. Ideal candidates will have strong analytical skills, effective communication, and a bachelor's degree in a relevant field. Experience in finance-related industries is preferred.

Qualifications

• Experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance industry is preferred.

Responsibilities

• 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 strategies.

Skills

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Attention to detail

Ability to work independently and in a team

Education

Bachelor's degree in Finance, Business, Economics, Mathematics or a related field

Job description

Job Description

• 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 strategies.
• Any 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.