Assistant Vice President - Client Advisor
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Key skills for this role
About the Role
Lighthouse Canton is seeking an Assistant Vice President - Client Advisor to support client relationship management for Ultra High Net Worth clients in Dubai. The role involves collaborating with investment teams, executing transactions, and ensuring regulatory compliance.
Key Skills for This Role
Responsibilities
- Support Client Advisors in managing client relationships and delivering superior client experience
- Collaborate with Investment Portfolio Management team to provide customized investment solutions and financial planning for UHNW clients
- Respond promptly to client queries and instructions; monitor transactions and activities in client accounts
- Ensure all activities are conducted within regulatory framework and adhere to company policies
Requirements
- Bachelor's degree from a recognized university (Master's or CFP/CFA preferred)
- Preferably CACS certified (Module 1 & 2)
- 6–7 years of experience in private banking or wealth management industry preferred
- Strong understanding of financial services industry and financial consulting responsibilities
- Demonstrated interest in financial, global, and capital markets
Full Job Posting
Job Purpose
- The candidate will support Client Advisors in managing client relationships by delivering a superior client experience.
- Provide exceptional organizational support to Client Advisors and senior leadership.
Duties & Responsibilities
- Support team of Client Advisors and Vice President – Wealth Management in developing, managing, and retaining existing UHNW client relationships.
- Collaborate with Investment Portfolio Management team to provide customized investment solutions and financial planning portfolios.
- Respond promptly to all client queries and instructions; monitor transactions and activities in client accounts.
- Work with other departments to ensure seamless client resolution experience.
- Uphold firm’s values, reputation, and standing when representing Lighthouse Canton externally.
- Ensure all activities are conducted within regulatory framework and adhere to internal policies.
- Coordinate with business partners to understand how their services integrate with practices and objectives.
Qualifications
- Bachelor’s degree from a recognized university (Master’s degree or certifications like CFP/CFA preferred).
- Preferably CACS certified (Module 1 & 2).
- 6–7 years of experience in private banking or wealth management industry preferred.
Domain Skills
- Strong understanding of financial services industry and financial consulting responsibilities.
- Demonstrated interest in financial, global, and capital markets.
- Experience in understanding and addressing financial needs of Ultra High Net Worth clients.
Soft Skills
- Commitment to exceptional client service through professional excellence and ethical standards.
- Detail oriented with strong commitment to excellence and integrity.
- Excellent interpersonal skills with ability to build and maintain strong network.
- Active listening and critical thinking skills.
- Creative approach to problem solving.
- Highly motivated and adaptable, thriving in fast paced environment.
- Able to work independently and collaboratively.
- Excellent administrative and marketing skills.
- Strong coordination and organizational capabilities.
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