Private Wealth Associate Consultant — UHNW Strategy

LKS Private Wealth Pte Ltd.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Benefits offered by this job

1-to-1 mentorship

Structured training program

Broad product shelf & network access

Dedicated client acquisition support

Networking events

Job summary

LKS Private Wealth Pte Ltd. seeks a driven Management Associate Consultant to work with UHNW clients, delivering bespoke wealth and investment solutions while building technical and relationship-management skills for a long-term career in private wealth consultancy.

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

Qualifications

• Bachelor's degree required in Finance, Business, Economics, Mathematics or related field.
• Experience in management consultancy, banking, finance, asset management, trust, or insurance is advantageous.
• Excellent interpersonal skills and 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.
• Any other ad-hoc duties as assigned.

Skills

Relationship management

Investment advice

Portfolio management

Stakeholder communication

Mandarin proficiency

Education

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

Job description

LKS Private Wealth Pte Ltd. seeks a driven Management Associate Consultant to work with UHNW clients, delivering bespoke wealth and investment solutions while building technical and relationship-management skills for a long-term career in private wealth consultancy.

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