Associate - Client Account Manager (Keenai Wealth)

LIGHTHOUSE CANTON PTE. LTD.

Singapore, SG
Not specified; not specified; not specified
Not specified
1-2 years rm or client advisor experience
Accredited investor client base management
Capital markets and investment product knowledge
Keenai Wealth, part of Lighthouse Canton, is seeking an Associate - Client Account Manager to enhance client relationships and drive portfolio growth for Accredited Investors in Singapore. The role focuses on client acquisition, onboarding, and delivering high-quality investment solutions in a digital-first environment

Job Summary

  • The role involves owning end-to-end client growth from acquiring new Accredited Investors to deepening relationships and growing AUM.
  • Candidates will deliver high-quality advice across the product suite while driving adoption of the Keenai digital platform.
  • Success is measured by new client acquisition, net new money growth, and maintaining high standards of regulatory compliance.

Matching Summary

Match Score: 85

Keenai Wealth, part of Lighthouse Canton, is seeking an Associate - Client Account Manager to enhance client relationships and drive portfolio growth for Accredited Investors in Singapore. The role focuses on client acquisition, onboarding, and delivering high-quality investment solutions in a digital-first environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 1-2 years RM or Client Advisor experience
  • Accredited Investor client base management
  • Capital markets and investment product knowledge
  • Consultative selling and discovery skills
  • CRM and digital workflow proficiency

Nice-to-have

  • CACS certification
  • High ownership mindset in growth environment
  • Experience with institutional-quality solutions
  • Ability to translate CIO views to clients

Key Requirements

  • Singapore accreditations required for advising/dealing
  • 1-2 years experience in banking or EAM
  • Understanding of capital markets and risk/return trade-offs

Work Rights

Not specified

Tailored Resume

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