Private Wealth Associate Consultant: Fast-Track to Senior

LKS Private Wealth; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship

Structured training

Product shelf access

Client leads support

Networking events

Private banking exposure

Career progression

License fee reimbursement

Job summary

LKS Private Wealth in Singapore seeks a driven Management Associate Consultant to work with UHNW individuals and their businesses, delivering bespoke wealth and investment solutions while building essential skills for a long-term private wealth consultancy career.

You will receive one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy, designed to fast-track your progression into senior consulting roles within our practice.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Mathematics or related field.
• Excellent interpersonal skills with the ability to convey information clearly to diverse stakeholders.
• High level of accuracy and meticulous attention to detail.

Responsibilities

• Build and maintain relationships with 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 ring-fencing and risk mitigation strategies.

Education

Bachelor's degree in Finance, Business, Economics, Mathematics

Job description

LKS Private Wealth in Singapore seeks a driven Management Associate Consultant to work with UHNW individuals and their businesses, delivering bespoke wealth and investment solutions while building essential skills for a long-term private wealth consultancy career.

You will receive one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy, designed to fast-track your progression into senior consulting roles within our practice.