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.
Job Purpose
To grow the Wealth Advisory business of the firm by acquiring clients and providing them with right advise and solutions, within the regulatory licensing framework under which Lighthouse Canton is required to operate.
Key Responsibilities
The responsibilities of the VP/Director - Wealth Advisory shall include the following:
- To grow the business of the firm by acquiring new clients and generate revenue from the existing clients as per the targets agreed with Line Manager.
- Have good knowledge of the markets to determine opportunities 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 them to meet their financial objectives. 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, income and spending to manage the portfolio. Actively monitor client accounts performance and provide advice on any interventions required due to changes in market situation.
- Ensure that the firm's values, reputation and standing are always well protected when representing the firm 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.
Key Qualifications & Experience
- At least 10 years in the private banking/wealth management/asset management industry.
- Bachelor's degree in Finance, Business or related field.
- CACS 1 & 2 are highly preferred.
- Strong knowledge of financial products across all asset classes.
- Demonstrated interest in the financial, global and capital markets.
- Experience in understanding the financial needs of HNW and UHNW clients.
- Excellent business development and marketing skills
- Demonstrated ability to prioritize work, manage time/multiple clients and 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 and a high level of integrity.
- Strong communication skills as well as team player.
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.
