Private Wealth Associate Consultant - Mentorship & Growth

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

Job summary

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

The role offers one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy, aiming to fast-track growth into a senior consultant position.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field.
• 2+ years of relevant industry experience under MAS licensing guidelines.
• Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.
• Excellent interpersonal and communication skills.
• Proficiency in spoken and written Mandarin would be preferred.

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.
• Any other ad-hoc duties as assigned.

Skills

Interpersonal skills

Communication

Mandarin

Education

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

Job description

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

The role offers one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy, aiming to fast-track growth into a senior consultant position.