QUALIFICATIONS

• Minimum of a bachelor’s degree from an accredited college or university.
• Minimum of 6 - 10 years’ experience in finance/ banking industry.
• A track record in having a UHNW Client network and successful AUM track record is preferred.
• CACS Certification - Paper 1 & 2 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.
• Deep understanding of the needs in the Greater China market.
• Existing strong client connects in Greater China.
• 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 primary point of contact for Ultra High Net-Worth (UHNW) clients , possessing a broad and in-depth understanding of wealth management practices and investment strategies. In addition to acquiring new UHNW clients, the Relationship Manager is responsible for delivering appropriate advice and tailored solutions, while operating strictly within the regulatory licensing framework applicable to Lighthouse Canton.