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Associate Consultant
LKS PRIVATE WEALTH PTE. LTD.Islandwide, SG13 hours ago
Job descriptionStrong analytical and problem-solving skills Excellent communication and interpersonal skills Attention to detail and a high level of accuracy Ability to work independently and as a team Experience in Management Consultancy, Banking, Finance, Asset Management, Trust, Insurance industry is preferred Bachelor's degree in Finance, Business, Economics, Mathematics or a related field are preferred
Roles & Responsibilities
Job Description :
- Build and maintain relationships with Ultra High Net Worth (UHNW) individuals and their businesses.
- Provide bespoke investment advice and manage discretionary portfolios.
- Liaise with private banks to optimize client solutions.
- Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs).
- Offer strategic planning for generational wealth transfer.
- Deliver high-net-worth insurance solutions tailored to client needs.
- Assist with trust structures, buy-sell agreements, and tax optimization strategies.
- Implement asset ringfencing and risk mitigation strategies
- Any other ad-hoc assigned
Requirements :
Tell employers what skills you have
Microsoft 365
Strategic Planning
Management Consulting
Asset Management
Microsoft Excel
Assessing
Change Management
Ability To Work Independently
Interpersonal Skills
Tax
Mathematics
Economics
Attention to Detail
Wealth Transfer
Communication Skills
Banking
Consulting
Oral & Written Communication Skills
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Associate Consultant • Islandwide, SG