About Lighthouse Canton

Founded in 2014, Lighthouse Canton is a Singapore-headquartered global investment management firm with approximately US$ 5+ billion in Assets Under Management (AUM). Lighthouse Canton is one of the leading and award-winning investment firms in the region, focusing on managing funds with uncorrelated investment strategies, providing investors with the opportunity to achieve consistent returns across market cycles. Lighthouse Canton has offices in Singapore, Dubai, India, and the UK.

Position Summary

The Investment Advisor is responsible for providing personalised investment advice and wealth management solutions to individual and institutional clients. The role involves assessing clients financial objectives, risk tolerance, and investment horizons to develop tailored investment strategies that help achieve their long-term financial goals. The Investment Advisor also builds and maintains strong client relationships while ensuring compliance with regulatory requirements and the firm's policies.

Key Responsibilities

Develop and maintain long-term relationships with high-net-worth and affluent clients.
Conduct comprehensive financial and investment needs analyses.
Assess clients risk profiles, financial circumstances, and investment objectives.
Recommend appropriate investment products across various asset classes.
Construct and manage diversified investment portfolios aligned with client objectives.
Monitor portfolio performance and recommend adjustments based on market conditions and changes in client circumstances.
Provide regular portfolio reviews and investment updates to clients.
Stay informed about global financial markets, economic developments, and investment trends.
Ensure all investment recommendations comply with regulatory standards and internal compliance policies.
Maintain accurate client records and documentation.
Identify opportunities to deepen client relationships through additional wealth management products and services.
Participate in networking, client seminars, and business development activities to acquire new clients.

Qualifications

Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.
Professional certifications such as CFA or equivalent are preferred.
Relevant licensing as required by local financial regulators.
4 to 8 years of experience in investment advisory, private banking or wealth management.

Required Skills

Strong knowledge of investment products and financial markets.
Portfolio construction and asset allocation expertise.
Excellent analytical and quantitative skills.
Strong interpersonal and relationship management abilities.
Excellent communication and presentation skills.
Ability to explain complex financial concepts in a clear and understandable manner.
High ethical standards and professional integrity.
Proficiency with portfolio management and CRM systems.
Strong attention to detail and organisational skills.

If the above resonates with you, we would be delighted to hear from you. Please click Apply with your updated CV attached if you believe your experience and interests align with this role. Feel free to share this opportunity with anyone who may be a strong fit.

All information will be treated with the strictest confidentiality. We regret to inform that only shortlisted candidates will be contacted.

AVP/VP - Investments