Assistant Vice President - Assistant Client Advisor

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

• Support the team of Client Advisors and Senior Assistant Client Advisors in developing, managing, and retaining existing Ultra High Net Worth (UHNW) client relationships by delivering exceptional wealth management services as part of Lighthouse Canton’s client experience journey.

(B) Investment and Financial Planning

• Collaborate clo...