Total 2 Junior Executive supp advisor job vacancies in Others category in Singapore

Duties & Responsibilities

· Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisor.

· Support Client Advisors in delivering exceptional client service and experience;

· Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.;

· Assist with account opening, onboarding, due diligence and monitoring activities;

· Support with documentation for client meetings, business trips, investment proposals;

· Adhere to Internal policies & procedures and escalate where necessary;

· Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements; and

· Provides coverage for buddy CAAs.

Requirements

· At least 5 years of work experience as CAA

· Experience in private banking industry

· Ability to multi-task and work in a challenging fast-paced environment

· Strong work ethic with a positive, can-do attitude

· Experience in entrepreneurial environments and the flexibility to work in both highly structured corporate settings and less structured start‐up environments

Good to have

· Usage of Bloomberg Terminal

· Fluent in English and Mandarin

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This role supports Client Advisors in delivering a high-quality client experience within Lighthouse Canton (LC). As an Individual Contributor, you will assist in managing Ultra High Net Worth (UHNW) client relationships through administrative, operational, and client servicing support.

The position focuses on ensuring smooth execution of client transactions, maintaining accurate records, and coordinating across teams to support wealth management activities.

Key Responsibilities

• Support Client Advisors and Senior Assistant Client Advisors in managing and retaining UHNW client relationships
• Work with the Investment Portfolio Management team to deliver customised investment and financial planning solutions
• Handle client queries and instructions, ensuring timely and accurate execution of transactions
• Monitor client account activities and resolve issues efficiently
• Maintain accurate client records, reports, and documentation
• Perform administrative tasks with attention to detail and efficiency
• Collaborate with internal departments to ensure seamless client servicing
• Coordinate with business partners to align services with Lighthouse Canton’s overall objectives
• Represent Lighthouse Canton professionally in external interactions
• Ensure all activities comply with regulatory requirements and internal policies

Requirements

• A bachelor’s degree from an accredited institution
• 6–7 years of experience in private banking or wealth management (preferred)
• Preferably CACS certified (Module 1 & 2)
• Strong understanding of financial services and financial consulting practices
• Interest in financial, global, and capital markets
• Experience working with Ultra High Net Worth (UHNW) clients

Skills & Competencies

• Strong client service orientation with high ethical standards
• Attention to detail and ability to manage tasks with accuracy
• Excellent communication and interpersonal skills
• Ability to think critically and solve problems effectively
• Organised and capable of handling multiple responsibilities under pressure
• Able to work independently and collaboratively in a team environment
• Strong coordination, administrative, and organisational skills

Role Scope

This role is primarily focused on supporting client advisory functions, ensuring operational efficiency, and delivering a consistent and professional client experience aligned with Lighthouse Canton’s standards.