UHNW Private Wealth Associate Consultant

LKS Private Wealth Pte Ltd.; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

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

You will have structured mentorship, a rigorous training curriculum, and exposure to private banking and corporate consultancy work aimed at fast-tracking growth into a senior consultant role.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field.
• Experience in management consultancy, banking, finance, asset management, trust, or insurance is an advantage.
• Strong interpersonal skills and clear communication with diverse stakeholders.
• High accuracy and meticulous attention to detail.
• Proven ability to drive results independently while collaborating with a team.
• Mandarin proficiency preferred to engage with Mandarin-speaking partners.

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 SFOs and 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.
• Perform additional ad-hoc duties as assigned.

Skills

Relationship building

Communication

Attention to detail

Independent yet team oriented

Education

Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field

Job description

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

You will have structured mentorship, a rigorous training curriculum, and exposure to private banking and corporate consultancy work aimed at fast-tracking growth into a senior consultant role.