Assistant Vice President - Assistant Client Advisor

Roles & Responsibilities

Job Purpose

The candidate will support Client Advisors in managing client relationships by delivering a superior client experience—through understanding, anticipating, and accurately executing client transactions. They will provide exceptional administrative and organizational support to Client Advisors, while excelling in daily responsibilities in alignment with Lighthouse Canton (LC)’s Vision and Mission.

Individual Contributor or People Manager

• Individual Contributor.

Duties & Responsibilities :

(A) Client Relationship Management

(B) Investment and Financial Planning

(C) Client Servicing and Account Management

(D) Administrative and Data Management

(E) Cross-Departmental Collaboration

(F) Firm Representation and Values

(G) Regulatory Compliance and Policy Adherence

(H) Partnership Coordination

Qualifications :

Domain Skills :

Soft Skills :

Tell employers what skills you have

Account Management

Business Stakeholder Management

CACS

Regulatory Compliance

Wealth Management Services

Financial Planning

Interpersonal Skills

Data Management

Relationship Management

Private Banking

Administration

Communications

Financial Services

Able To Work Independently