Total 22 job vacancies by Lighthouse Canton Pte. Ltd.

About the Company

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity, and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai, and Bengaluru India.

We believe in hiring smart and curious people with the highest integrity. We offer talented professionals an opportunity to grow in a collaborative environment, surrounded by driven colleagues, and the opportunity to make an impact from the first day in the organization.

Responsibilities

• Focus on on-going business improvement projects specifically.
  • Creation and fine-tuning processes within the organisation.
  • Participate in system enhancements discussion and its respective UAT.
  • Championing the use of new business processes and systems.
• To work with Team Lead to liaise with external stakeholders for new onboarding of counter parties or to liaise with existing service providers to keep information up to date.
• To work with Client Advisors and Assistant Client Advisors to provide administrative support and maintaining the organisation of client data and records.
• Perform any other ad-hoc projects as assigned by the team.

Qualifications & Skills Required

• Minimally a bachelor's degree in finance, banking, business, and/or related fields.
• Prior internship experience in banks or immigration companies is preferred.
• Strong written and conversational skills in both English and Mandarin.
• Excellent communication and interpersonal skills.
• Detail-oriented with a high degree of accuracy.
• Basic understanding of financial markets and investment principles.

Internship Duration

• Ability to commit to at least a 4-months internship. A 6-months internship is preferred.

About the Company

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity, and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai, and Bengaluru India.

We are seeking a motivated and enthusiastic Human Resources Intern to join our team. This internship is an excellent opportunity for someone looking to gain practical experience in the field of Human Resources. The HR Intern will assist with a variety of tasks including recruitment, onboarding, employee relations, and HR administration etc.

Responsibilities

A. Recruitment Support

• Assist in posting job openings on job boards and school portals as relevant.
• Assist in screening resumes and scheduling interviews with the hiring managers and candidates when required.

B. Onboarding

• Prepare onboarding materials and information for new hires.
• Assist in conducting new employee orientations.
• Ensure all new hire paperwork is completed and filed appropriately.

C. Employee Relations

• Assist in organizing company events and employee engagement activities.
• Help address employee inquiries and provide necessary support as required.
• Participate in maintaining a positive and inclusive work environment.

D. HR Administration

• Maintain employee records and ensure data accuracy at all times.
• Support the HR team with various administrative tasks and projects – i.e., MOM/MAS surveys, etc.

E. Learning and Development

• Assist in coordinating training sessions and workshops.
• Assist in developing training materials and resources when needed.

Skills & Qualifications

• Currently pursuing a degree in Human Resources, Business Administration, or a related field.
• Strong interest in HR and eagerness to learn.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to handle confidential information with discretion.
• Positive attitude and ability to work well in a team environment.

Internship Duration

• Able to commit for minimally 3-months. A 6-months internship period is preferred.

Job Purpose

The Vice President/Director of Investment Consultant offers investment advice to clients, providing specific financial strategies and goals based on an individual's needs and preferences. They must also monitor investments and provide ongoing performance reports for investors.

Individual Contributor or People Manager

Individual Contributor.

Duties and Responsibilities

• Responsible for advising clients and relationship managers on the latest market developments, investment products and investment strategies.
• The investment consultant is expected to be updated on: (a) latest developments in relevant markets, asset classes and strategies, and (b) relevant secondary research and carry out proprietary research to improve risk-adjusted returns for investors.
• Maintain financial models as may be required.
• Recommend investment opportunities and risk mitigation strategies to clients and relationship managers.
• Regularly meet with investment teams, including analysts and other managers, to stay up to date with market developments.
• Develop relationships with clients and expand client network in professional and social settings.
• Avoid all conflicts of interest with client portfolios.
• Ensure all clients are treated equally and ensure any potential conflicts are resolved in a clear transparent manner, in line with the firm’s policies.
• Support business development by meeting with potential investors as may be required from time to time.

Prior Work Experience

• Minimum 8-10 years of experience in asset management or private banking.

Qualifications

• At least a bachelor’s degree in a finance-related field such as accounting or economics.

Domain Skills

• Investment expertise – should have an excellent grasp of the differences between investment-related-products and how they can support client goals.
• Client service –should be able to understand a client’s goals and make financial decisions that support both long- and short-term investment objectives.
• Familiarity with financial regulations – should possess a high level of knowledge regarding financial laws and procedures to protect client investments and ensure that they are making proper decisions.

Soft Skills

• Networking – Experience with building relationships and networking to stay informed of industry trends.
• Able to influence effectively at different levels within the organization.
• Demonstrate strong verbal and written communication skills.
• High standard of work, accurate record keeping and attention to detail, able to organize and prioritize your own workload.
• To be able to multi-task.
• Good analytical and problem-solving skills able to drive forward positive solutions.
• A team player and able to work independently using initiative.

Job Purpose

The Vice President/Director, Fund Specialist will play a critical role in identifying, evaluating, and recommending external investment funds for inclusion in the firm’s portfolio offerings. The role requires a deep understanding of various asset classes, investment strategies, and fund performance metrics.

Individual Contributor or People Manager

Individual Contributor.

Duties and Responsibilities

(a) Fund Selection & Due Diligence

• Identify and evaluate a wide range of external investment funds (mutual funds, hedge funds, private equity, venture capital, etc.).
• Conduct thorough quantitative and qualitative analysis of fund managers and strategies, assessing historical performance, risk management, portfolio construction, fees, and alignment with firm’s objectives.
• Perform ongoing monitoring and due diligence on existing funds in the portfolio, ensuring consistent performance and adherence to stated strategies.

(b) Research & Analysis

• Conduct comprehensive market research to identify emerging fund managers, trends, and innovative strategies across multiple asset classes.
• Analyse fund performance in the context of broader market conditions, including macroeconomic trends, interest rate movements, and regulatory changes.

(C) Portfolio Construction & Optimization:

• Collaborate with portfolio managers to build and maintain diversified fund portfolios that align with client risk profiles, return objectives, and time horizons.
• Recommend adjustments to fund allocations in response to performance reviews, market conditions, and client needs.

Prior Work Experience

• Minimum 7-10 years of experience in asset management or private banking.
• Proven track record in evaluating and recommending funds across multiple asset classes (equity, fixed income, alternatives).
• Experience in institutional or high-net-worth client environments is preferred.

Qualifications

• At least a Bachelor’s Degree in Finance, Economics, or related field.
• Professional certifications such as CFA, CAIA, or equivalent are strongly preferred.

Domain Skills

• Investment expertise – should have an excellent grasp of the differences between investment-related-products and how they can support client goals.
• Client service –should be able to understand a client’s goals and make financial decisions that support both long- and short-term investment objectives.
• Familiarity with financial regulations –should possess a high level of knowledge regarding financial laws and procedures to protect client investments and ensure that they are making proper decisions.

Soft Skills

• Deep understanding of investment products, portfolio theory, and asset management.
• Strong analytical and quantitative skills, with proficiency in financial modeling, risk analysis, and performance attribution.
• Excellent communication and presentation skills, with the ability to articulate complex investment concepts to both technical and non-technical audiences.
• Strong relationship management skills and a network of contacts within the asset management industry.
• High level of integrity, accountability, and attention to detail.
• High standard of work, accurate record keeping and attention to detail, able to organize and prioritize your own workload.
• Good analytical and problem-solving skills able to drive forward positive solutions.
• A team player and able to work independently using initiative.

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai and Bengaluru in India.

We believe in hiring smart and curious people with the highest integrity. We offer talented professionals an opportunity to grow in a collaborative environment, surrounded by driven colleagues and the opportunity to make an impact from the first day in the organization.

Investment Intern Job Description

The intern’s primary role will be assisting the investment team in the development of an in-house portfolio construction software.

From time to time, he will be required to aid the investment team in various areas including the following:

• Investment research across all financial markets.
• Security selection and analysis.

Main Skills Required

• Microsoft Excel is a must.
• Knowledge on any programming language (good to have).
• Major in finance.

Internship Duration:

• 3 months.

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity, and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai, and Bengaluru India.

We believe in hiring smart and curious people with the highest integrity. We offer talented professionals an opportunity to grow in a collaborative environment, surrounded by driven colleagues, and the opportunity to make an impact from the first day in the organization.

Responsibilities

• Work closely with the Relationship Manager(s) and Assistant Relationship Manager(s) within the organization.
• Assist in the preparation of client presentations, financial reports, and investment proposals as relevant.
• Provide other administrative support, such as scheduling appointments, preparing documents, and handling client inquiries as relevant.
• Assist in maintaining the organizing of client data and records for the organization.
• Interact with other team members and departments to provide excellent client service.
• Stay up to date with financial markets, industry trends, and economic developments by conducting research and monitoring news.
• Ensure compliance with regulatory requirements and internal policies.
• Perform any other ad-hoc duties as assigned by the team.

Qualifications & Skills Required

• Minimally a bachelor’s degree in finance, banking, business, and/or related fields.
• Prior internship experience in banks or immigration companies is preferred.
• Strong written and conversational skills in both English and Mandarin.
• Excellent communication and interpersonal skills.
• Detail-oriented with a high degree of accuracy.
• Basic understanding of financial markets and investment principles.

Internship Duration

• Ability to commit to at least a 4-months internship. A 6-months internship is preferred.

About the Company

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity, and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai, and Bengaluru India.

We are seeking a motivated and enthusiastic Human Resources Intern to join our team. This internship is an excellent opportunity for someone looking to gain practical experience in the field of Human Resources. The HR Intern will assist with a variety of tasks including recruitment, onboarding, employee relations, and HR administration etc.

Responsibilities

A. Recruitment Support

• Assist in posting job openings on job boards and school portals as relevant.
• Assist in screening resumes and scheduling interviews with the hiring managers and candidates when required.

B. Onboarding

• Prepare onboarding materials and information for new hires.
• Assist in conducting new employee orientations.
• Ensure all new hire paperwork is completed and filed appropriately.

C. Employee Relations

• Assist in organizing company events and employee engagement activities.
• Help address employee inquiries and provide necessary support as required.
• Participate in maintaining a positive and inclusive work environment.

D. HR Administration:

• Maintain employee records and ensure data accuracy at all times.
• Support the HR team with various administrative tasks and projects – i.e., MOM/MAS surveys, etc.

E. Learning and Development:

• Assist in coordinating training sessions and workshops.
• Assist in developing training materials and resources when needed.

Skills & Qualifications:

• Currently pursuing a degree in Human Resources, Business Administration, or a related field.
• Strong interest in HR and eagerness to learn.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to handle confidential information with discretion.
• Positive attitude and ability to work well in a team environment.

Internship Duration

• Able to commit for minimally 3-months. A 6-months internship period is preferred.

Job Purpose

This role reports to the Operations Director in Singapore and will work with other senior team members globally to deliver the full range of Operations for Lighthouse Canton.

Individual Contributor or People Manager

Individual Contributor.

Responsibilities

Operational Support

• Assist the head of operations in building a strong governance process for the operations in Singapore.
• To work closely with other senior team members within the Investment Operations Group to deliver the full range of services in an effective & efficient way within a robust operational risk framework.
• Compile fund performance, portfolio, and other reports required by management.

Relationship Management

• To develop strong relationships with internal stakeholders (e.g., portfolio managers, Compliance, etc.) as well as external parties such as Bankers, Custodians, Prime Brokers, Fund Administrators, Auditors, and other service providers to facilitate the delivery of operational services and meet KPI objectives.
• Engage external counterparties in order management and trade settlement processes.

Documentation & Administration

• Monitor Group Mailbox and be proactive in following up/responding to queries.
• Provide inputs to the Investor Relations team on the Fund newsletters/ factsheets etc.
• Preparing subscription and redemption documents for fund subscriptions.
• Provided administrative support where required (e.g., Improve operational processes and workflow, navigate data, manage large scale of data and share point).

Prior Experience

• 1-3 years relevant experience in Fund Administration /Asset Management Operations.

Qualifications

Domain Skills

• Strong understanding of investment products is ideal if the candidate has strong accounting, investment educational background such as CPA / CFA. Preferred.
• Good understanding of Reconciliations (Cash + Position).
• Familiarity with capital markets technology such as Portfolio Management, Order Management, and Reconciliation systems.

Soft Skills

• Excellent interpersonal and communication skills – candidate is expected to interact with all levels of internal and external stakeholders.
• The ability to prioritize and multi-task is an important asset.
• Strong process and systems orientation.
• Intellectual curiosity and hardworking, are both essential qualities.

Job Purpose:

We are seeking a detail-oriented and organized individual to join our team as a Wealth Advisory Administrator. The Wealth Advisory Administrator will play a crucial role in supporting the administrative and operational functions of our wealth management practice. The ideal candidate will possess strong communication skills, a high level of professionalism, and a passion for delivering exceptional client service.

Individual Contributor or People Manager:

• Individual Contributor.

Duties & Responsibilities:

1. Data Entry and Record Keeping

• Assist in the the paperwork related activites of internal and external form filling.
• Accurately enter and maintain client information, investment holdings, and transaction records in the firm's CRM system or database.
• Ensure data integrity and completeness by regularly reviewing and updating client profiles and financial information.

2. Administrative Support

• Provide general administrative support including scheduling meetings, managing calendars, and handling correspondence.
• Assist with special projects and initiatives as assigned by management, contributing to the overall efficiency and effectiveness of the firm's operations.
• Assist in preparing materials for client meetings and presentations.

Qualifications:

• Minimum of a bachelor’s degree from an accredited college or university.
• 1-2 years experiences in local banking industry preferred.
• Ability to speak and write in English and Mandrain fluently.

Domain Skills:

• Ability to use Microsoft tools such as Excel, Words etc confidently.
• Demonstrate interest in financial, global and capital markets.

Soft Skills:

• Highly detailed oriented.
• 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 with strong adaptability to a dynamic environment.
• Creative approach to problem solving and able to develop innovative solutions for clients.
• Ability to work in a fast-pace, fast-growing and entrepreneurial company with a positive as well as a client first attitude.
• 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.
• Excellent administrative and marketing skills.
• Strong coordination skills.

Job Purpose

This role reports to the Head of Operations group in Singapore and will work with other senior team members globally to deliver the full range of Operations for Lighthouse Canton.

Individual Contributor or People Manager

• Individual Contributor.

Responsibilities

• Assist the head of operations in building a strong governance process for the operations in Singapore.
• To work closely with other senior team members within the Investment Operations Group to deliver the full range of services in an effective & efficient way within a robust operational risk framework.
• To develop strong relationships with internal stakeholders as well as external parties such as Bankers, Custodians, Prime Brokers, Fund Administrators, Auditors, and other service providers to facilitate the delivery of operational services and meet KPI objectives.
• Assist in the review of fund valuation deliverables from the fund administrators.
• Engage external counterparties in order management and trade settlement processes.
• Compile fund performance, portfolio, and other reports required by management.
• Monitor Group Mailbox and be proactive in following up/responding to queries.
• Provide inputs to the Investor Relations team on the Fund newsletters/ factsheets etc.
• Preparing subscription and redemption documents for fund subscriptions.
• Report on commissions/Fees paid to brokers and other parties.
• Provided administrative support where required.
• Support the updating and maintenance of internal portfolio management system.
• Assist on ad-hoc tasks and projects.

Prior Experience

• Minimum 3 - 5 years relevant experience in Fund Administration /Asset Management Operations.

Qualifications

Domain Skills

• Strong understanding of investment products is ideal if the candidate has strong accounting, investment educational background such as CPA / CFA.
• Good understanding of Reconciliations (Cash + Position).
• Familiarity with capital markets technology such as Portfolio Management, Order Management, and Reconciliation systems.

Soft Skills

• Excellent interpersonal and communication skills – candidate is expected to interact with all levels of internal and external stakeholders.
• The ability to prioritize and multi-task is an important asset.
• Strong process and systems orientation.
• Intellectual curiosity and hardworking, are both essential qualities.

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai and Bengaluru in India.

We believe in hiring smart and curious people with the highest integrity. We offer talented professionals an opportunity to grow in a collaborative environment, surrounded by driven colleagues and the opportunity to make an impact from the first day in the organization.

Investment Intern Job Description

The intern’s primary role will be assisting the investment team in the development of an in-house portfolio construction software.

From time to time, he will be required to aid the investment team in various areas including the following:

• Investment research across all financial markets.
• Security selection and analysis.

Main Skills Required

• Microsoft Excel is a must.
• Knowledge on any programming language (good to have).
• Major in Finance.

Internship Duration

• 3 months.

Job Purpose

We are seeking a talented and analytical Portfolio Research Specialist to join our dynamic team in the tech space. The Portfolio Research Specialist will play a crucial role in conducting thorough research and analysis to support portfolio management decisions and strategic planning within the technology sector. This role requires a deep understanding of emerging technologies, market dynamics, and competitive landscape, as well as exceptional analytical skills.

Individual Contributor or People Manager

• Individual Contributor.

Duties and Responsibilities

Market Research & Recommendations

• Conduct comprehensive research and analysis of emerging technologies, industry trends, and market opportunities to support portfolio management decisions.
• Provide strategic recommendations based on research findings to support portfolio optimization and business growth initiatives.
• Stay informed about technological innovations, industry standards, and regulatory changes impacting the tech space.

Portfolio Analysis

• Analyze market data, customer feedback, and industry reports to identify potential areas for portfolio expansion and product development.

Competitor Analysis

• Monitor and evaluate competitor activities, including product launches, strategic partnerships, and technological advancements.

Data Management

• Develop and maintain databases and reports to track portfolio performance, market trends, and competitive intelligence.

Reporting

• Support the development of presentations and reports for internal stakeholders and senior management.

Inter-Team Collaboration

• Collaborate with cross-functional teams to gather relevant data and insights for portfolio planning and decision-making processes.

Qualifications

• At least a bachelor's degree in computer science, engineering, business administration, or related field. Advanced degree (e.g., MBA) is a plus.
• Minimum of 10 years of experience in technology research, market analysis, or portfolio management.
• Strong understanding of emerging technologies, including but not limited to cloud computing, artificial intelligence, cybersecurity, and IoT.
• Proficiency in analyzing complex datasets and synthesizing information to derive actionable insights.
• Excellent communication and presentation skills, with the ability to effectively communicate complex concepts to diverse audiences.
• Proven ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines.
• Proficiency in data analysis tools and software (e.g., Excel, Tableau, Python).
• Knowledge of technology industry databases and research tools (e.g., Gartner, Forrester, IDC) is a plus.
• Strong analytical and problem-solving skills, with attention to detail and accuracy.

Job Purpose

We are seeking a highly motivated and detail-oriented Portfolio Research Specialist to join our dynamic team. The Portfolio Research Specialist will be responsible for conducting comprehensive research and analysis to support portfolio management decisions and strategic planning within the pharmaceutical industry. This role requires a strong understanding of drug development, market dynamics, and competitive landscape, as well as exceptional analytical skills.

Individual Contributor or People Manager

• Individual Contributor.

Duties and Responsibilities

Market Research & Recommendations

• Conduct in-depth research and analysis of pharmaceutical products, therapeutic areas, and market trends to support portfolio management decisions.
• Provide strategic recommendations based on research findings to support portfolio optimization and business growth initiatives.
• Stay informed about regulatory changes, market access issues, and healthcare trends impacting the pharmaceutical industry.

Portfolio Analysis

• Analyze clinical trial data, regulatory filings, and scientific literature to evaluate the potential of new drug candidates and existing products.

Competitor Analysis

• Monitor and assess competitor activities, including pipeline developments, clinical trial updates, and commercial strategies.

Data Management

• Develop and maintain comprehensive databases and reports to track portfolio performance and market dynamics.

Reporting

• Support the development of presentations and reports for internal stakeholders and senior management.

Inter-Team Collaboration

• Collaborate with cross-functional teams to gather relevant data and insights for portfolio planning and decision-making processes.

Qualifications

• At least a bachelor’s degree in life sciences, pharmacy, business administration, or related field. Advanced degree (e.g., PharmD, MBA, or PhD) is a plus.
• Minimum of 10 years of experience in pharmaceutical research, market analysis, or portfolio management.
• Strong understanding of drug development processes, clinical trial methodologies, and regulatory requirements.
• Proficiency in analyzing complex datasets and synthesizing information to derive actionable insights.
• Excellent communication and presentation skills, with the ability to effectively communicate complex concepts to diverse audiences.
• Proven ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines.
• Proficiency in Microsoft Office Suite and data analysis tools (e.g., Excel, PowerPoint, Tableau).
• Knowledge of pharmaceutical industry databases is a plus.
• Strong analytical and problem-solving skills, with attention to detail and accuracy.

Job Purpose

The internship will provide and opportunity to the learn the aspects of Compliance, Anti Money Laundering, developing digital strategy for the SMEs, and also skills in team working, developing presentations and data management.

Individual Contributor or People Manager

• Individual Contributor.

Job Responsibilities

The incumbent assists the Compliance & Risk Team in:

• Assist in Regulatory Compliance and AML/CFT implementation which includes strategies, systems and controls, to ensure Compliance to regulatory obligations.
• Assist in performing Compliance processes including performing AML/CFT checks and due-diligence on the prospects/clients. Also, perform client activity monitoring on an on-going basis.
• Build plans to for the Compliance and Risk teams ensure timely execution of regulatory commitments.
• Prepare and conduct presentations on various Risk and Compliance matters to the firm’s employees.

Skills Required

• Bachelor in Finance/Economics/statistics with high grades.
• Experience in designing and developing systems.
• Proactive, meticulous, and attention to details.
• Ability to work independently.
• Good attitude with strong organizational and time management skills.
• Strong analytical and problem-solving skills.
• Strong communication and facilitation skills.
• Interest in learning about Financial Markets and regulations.

Job Purpose:

Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day responsibilities align with Lighthouse Canton (LC)’s Vision and Mission.

Individual Contributor or People Manager

Individual Contributor.

Duties & Responsibilities:

• Assist and support Client Advisor in delivering exceptional wealth management services and experiences.
• Work with Client Advisor and Investment Portfolio Management team in providing customized and comprehensive financial planning advises and portfolios for UHNW clients.
• Develop and manage existing UHNW client relationships, including ongoing regular client contact and communications.
• Assist in retaining and building UHNW client relationships, as well as actively participate in the development of new business and networking opportunities.
• Collaborate with other departments to provide a seamless client resolution experience.
• 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.
• Coordinate with business partners, understand the integration of their services to Lighthouse Canton overall practices.

Qualifications:

• Minimum of a bachelor’s degree from an accredited college or university.
• 2 years experiences in private banking industry 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.
• Ability to speak and write in basic Mandarin and Chinese is a must.

Soft Skills:

• 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 with strong adaptability to a dynamic environment.
• Creative approach to problem solving and able to develop innovative solutions for clients.
• Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company with a positive as well as a client first attitude.
• Detail oriented, commitment to excellence and a high level of integrity.
• Possess active listening and critical thinking skills.
• Excellent administrative and marketing skills.
• Strong coordination skills.