Private Wealth Associate Consultant — UHNW Growth & Mentorship

LKS Private Wealth Pte Ltd.

Singapore

On-site

SGD 60,000 - 90,000

Full time

7 hours ago
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Job summary

LKS Private Wealth Pte Ltd. is seeking a driven Management Associate Consultant to join its Private Wealth practice in Singapore.

You will work closely with UHNW individuals and their businesses, delivering bespoke wealth and investment solutions while building essential technical and relationship-management skills for a long-term career in private wealth consultancy. The role offers structured, hands-on development, including mentorship, a rigorous training curriculum, and exposure to both

Qualifications

  • Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field.
  • Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.
  • 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.
  • Proficiency in spoken and written Mandarin would be preferred to facilitate communication with Mandarin-speaking stakeholders and business partners from China

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

Relationship management
Investment advisory
Discretionary portfolio management
Stakeholder communication
Team collaboration

Education

Bachelor's degree (Finance/Business/Economics/Math)

Job description

LKS Private Wealth Pte Ltd. is seeking a driven Management Associate Consultant to join its Private Wealth practice in Singapore.

You will work closely with UHNW individuals and their businesses, delivering bespoke wealth and investment solutions while building essential technical and relationship-management skills for a long-term career in private wealth consultancy. The role offers structured, hands-on development, including mentorship, a rigorous training curriculum, and exposure to both

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