Private Wealth Strategy Associate Consultant

LKS PRIVATE WEALTH PTE. LTD.; Singapore; On-site; SGD 120,000 - 250,000; Full time

Job summary

LKS PRIVATE WEALTH PTE. LTD. in Singapore seeks a Private Wealth Advisor to build and maintain relationships with UHNW individuals and their businesses, delivering bespoke investment advice and managing discretionary portfolios.

You will liaise with private banks to optimize client solutions, establish SFOs and MFOs, and provide strategic planning for generational wealth transfer. The role also covers high-net-worth insurance solutions and tax optimization strategies.

Qualifications

• Excellent interpersonal skills and meticulous attention to detail.
• Ability to drive results independently while collaborating with a team.
• Bachelor’s degree in Finance, Business, Economics, Mathematics, or related field.
• Mandarin proficiency is highly advantageous to liaise with Mandarin-speaking stakeholders.

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 ringfencing and risk mitigation strategies.
• Any other ad-hoc assigned

Skills

Interpersonal skills

Attention to detail

Independent drive

Team collaboration

Mandarin proficiency

Education

Bachelor’s degree in Finance/Business/Economics/Mathematics or related field

Job description

LKS PRIVATE WEALTH PTE. LTD. in Singapore seeks a Private Wealth Advisor to build and maintain relationships with UHNW individuals and their businesses, delivering bespoke investment advice and managing discretionary portfolios.

You will liaise with private banks to optimize client solutions, establish SFOs and MFOs, and provide strategic planning for generational wealth transfer. The role also covers high-net-worth insurance solutions and tax optimization strategies.