Vice President/Director - Wealth Management

lighthouse canton pte. ltd.; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Lighthouse Canton Pte. Ltd. is seeking a VP/Director Wealth Management to grow the Greater China business by acquiring new clients and expanding revenues from existing clients.

The role emphasizes understanding Greater China markets, regulatory compliance, and delivering tailored investment solutions. The incumbent will educate clients on investment options, align strategies with clients' objectives, and monitor portfolios in a high-paced, high-regulation environment while upholding the firm’s

Qualifications

• At least 10 years in finance/banking.
• Extensive experience in Greater China markets.
• University education; masters or specialist degree in finance/economics.

Responsibilities

• Grow Greater China business by acquiring new clients and generating revenue from existing clients as targets set by Line Manager.
• Know and monitor Greater China markets to identify opportunities for clients and ensure transactions comply with banking regulations.
• Advise clients on financial services, educate about investment options and risks, and help them meet financial objectives.
• Monitor client portfolios and provide interventions as markets change.
• Represent the firm with its values and reputation in external forums; ensure compliance with regulatory framework and company policies.

Skills

Greater China markets

Client acquisition

Wealth management

Regulatory compliance

Education

Masters in Finance or Economics

Job description

Job Purpose

To grow the Wealth Management business of the firm byacquiringclients within Greater China region and providing them withrightadviseand solutions, within the regulatory licensing framework under which Lighthouse Cantonis required tooperate.

Duties and responsibilities

The responsibilities of the VP/Director Wealth Management shall include the following:

• To grow the Greater China business of the firm byacquiringnew clients andgeneraterevenue from the existing clients as per the targets agreed with Line Manager.

• Have good knowledgeoftheGreater China markets todetermineopportunities for the clients. Also keep abreast with the regulations affecting banking and customer interactions, to ensure that all transactions are within the legal boundaries.

• Work with the clients to help themto meettheir financialobjectives. Proactively advise and consult with the clients, explaining the various financial services available. Educating them about investment options and potential risks when recommending investments.

• Always be aware of the client’s goals,incomeand spending to manage the portfolio. Activelymonitorclient accounts’ performance and provide advice on any interventionsrequireddue to changes in marketsituation.

• Ensure that the firm’s values,reputationand standing are always well protected whenrepresentingthefirm in external forums.

• Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks.

Prior Work Experience

• At least 10 years in the finance/ banking industry
• Extensive experience in Greater China markets

Qualifications

• University education. Preferably amastersor specialist degree in a financeoreconomics

DomainSkills

• Strong knowledge of financial products across all asset classes.

• Demonstrated interest in the financial,globaland capital markets

• Experience in understanding the financial needs ofhigh net worthclients

Soft Skills

• Excellent business development and marketing skills

• Demonstrated ability to prioritize work, manage time/multipleclientsand work well under pressure

• Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy, in a high-pressure environment.

• Detail orientated, commitment to excellence anda high levelof integrity

• Strong communicationskills as well as team player