To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

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I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This role supports Client Advisors in delivering a high-quality client experience within Lighthouse Canton (LC). As an Individual Contributor, you will assist in managing Ultra High Net Worth (UHNW) client relationships through administrative, operational, and client servicing support.

The position focuses on ensuring smooth execution of client transactions, maintaining accurate records, and coordinating across teams to support wealth management activities.

Key Responsibilities

Support Client Advisors and Senior Assistant Client Advisors in managing and retaining UHNW client relationships
Work with the Investment Portfolio Management team to deliver customised investment and financial planning solutions
Handle client queries and instructions, ensuring timely and accurate execution of transactions
Monitor client account activities and resolve issues efficiently
Maintain accurate client records, reports, and documentation
Perform administrative tasks with attention to detail and efficiency
Collaborate with internal departments to ensure seamless client servicing
Coordinate with business partners to align services with Lighthouse Canton's overall objectives
Represent Lighthouse Canton professionally in external interactions
Ensure all activities comply with regulatory requirements and internal policies

Requirements

A bachelor's degree from an accredited institution
6-7 years of experience in private banking or wealth management (preferred)
Preferably CACS certified (Module 1 & 2)
Strong understanding of financial services and financial consulting practices
Interest in financial, global, and capital markets
Experience working with Ultra High Net Worth (UHNW) clients

Skills & Competencies

Strong client service orientation with high ethical standards
Attention to detail and ability to manage tasks with accuracy
Excellent communication and interpersonal skills
Ability to think critically and solve problems effectively
Organised and capable of handling multiple responsibilities under pressure
Able to work independently and collaboratively in a team environment
Strong coordination, administrative, and organisational skills

Role Scope

This role is primarily focused on supporting client advisory functions, ensuring operational efficiency, and delivering a consistent and professional client experience aligned with Lighthouse Canton's standards.

Assistant Vice President - Assistant Client Advisor