Associate Management Consultant

LKS Private Wealth; Singapore; On-site; SGD 180,000 - 320,000; Full time

Job summary

LKS Private Wealth in Singapore serves UHNW clients with bespoke wealth management and strategic governance of their families' portfolios. You will build trusted relationships, advise on investments, and coordinate with private banks to optimise client solutions.

The role covers establishing SFOs and MFOs, planning generational wealth transfers, structuring trusts, and implementing risk controls like asset ringfencing. Mandarin proficiency is highly recommended for liaising with Chinese partners.

Qualifications

• Excellent interpersonal skills with the ability to convey information clearly to diverse stakeholders.
• High level of accuracy and meticulous attention to detail.
• Proven ability to drive results independently while collaborating effectively within a team.
• Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.
• Bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field.
• Proficiency in spoken and written Mandarin is highly recommended to facilitate communication with Mandarin-speaking stakeholders and partners from China.

Responsibilities

• Build and maintain relationships with Ultra High Net Worth 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

Skills

Relationship building

Investment advisory

Discretionary portfolios

Liaising with banks

Family office awareness

Wealth transfer planning

Insurance solutions

Trust/buy-sell/tax optimization

Risk management

Stakeholder communication

Education

Bachelor's degree in Finance/Business/Economics/Math

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:

• Excellent interpersonal skills with the ability to convey information clearly to diverse stakeholders.
• High level of accuracy and meticulous attention to detail.
• Proven ability to drive results independently while collaborating effectively within a team.
• Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.
• Bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field.
• Proficiency in spoken and written Mandarin is highly recommended to facilitate communication and liaise with Mandarin-speaking stakeholders and business partners from China.