AVP - Client Advisor

at  Lighthouse Canton Pte Ltd

QUALIFICATIONS

• Minimum of a bachelor’s degree from an accredited college or university.
• Minimum of 4 - 7 years’ experience in finance/ banking industry.
• A track record in having a UHNW Client network and successful AUM track record is preferred.

DOMAIN SKILLS

• Strong understanding of financial services industry and financial consulting responsibilities.
• Demonstrate strong interest in financial, global, and capital markets.
• Experience in understanding the financial needs of UHNW clients.

SOFT SKILLS

• Strong understanding of financial services industry and financial consulting responsibilities.
• Strong command of Business Mandarin is preferred.
• Demonstrate strong interest in financial, global, and capital markets.
• Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
• Excellent interpersonal skills and ability to build and foster a strong network of relationships.
• Positive and client first attitude.
• Highly motivated and determined to work in a fast-paced, fast-growing and entrepreneurial company.
• Tactfulness and adaptability to changing demands.
• 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 oriented, commitment to excellence and a high level of integrity.
• Possess active listening and critical thinking skills.
• Excellent business development and marketing skills.

JOB PURPOSE

A Relationship Manager serves as the firm’s principal contact for Ultra High Net-Worth (UHNW) clients and has a broad and deep understanding of wealth management practices and investment strategies. A Relationship Manager is also responsible for acquiring UHNW clients and providing them with right advise and solutions, within the regulatory licensing framework under which Lighthouse Canton is required to operate.