To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456) on
WhatsApp
+65 80358497
or email
[Confidential Information]
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.
