Management Consultant Associate

LKS PRIVATE WEALTH PTE. LTD.; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A wealth management firm in Singapore is seeking a candidate to build relationships with Ultra High Net Worth clients while providing tailored investment advice and managing portfolios. Responsibilities include liaising with banks, advising on family offices, and strategic planning for wealth transfer. Ideal candidates should have strong analytical skills and a Bachelor's degree in Finance or a related field, alongside experience in finance or asset management.

Qualifications

• Strong analytical and problem-solving skills are essential for this role.
• Excellent communication and interpersonal skills will facilitate client relationships.
• Attention to detail and high accuracy are critical in financial advising.

Responsibilities

• Build and maintain relationships with Ultra High Net Worth individuals.
• Provide bespoke investment advice and manage discretionary portfolios.
• Establish and advise on Single Family Offices and Multi Family Offices.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Bachelor's degree in Mathematics

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.