About Lighthouse Canton

Founded in 2014, Lighthouse Canton is a Singapore-headquartered global investment management firm with approximately US$3.5+ billion in Assets Under Management (AUM). Lighthouse Canton is one of the leading and award-winning investment firms in the region, focusing on managing funds with uncorrelated investment strategies, providing investors with the opportunity to achieve consistent returns across market cycles. Lighthouse Canton has offices in Singapore, Dubai, India, and the UK.

Job Purpose

The Wealth Planning & Trust Services Vice President/Director is responsible for leading the wealth structuring, estate planning, and trust advisory services. This role focuses on delivering bespoke solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, ensuring their wealth preservation, succession planning, and asset protection needs are met in a compliant and strategic manner. The incumbent will work closely with relationship managers, legal advisors, tax specialists, and fiduciary partners to provide holistic advisory services.

Key Responsibilities:

• Wealth Structuring & Estate Planning: Develop and implement tailored wealth planning strategies, including estate planning, tax optimization, philanthropy, and intergenerational wealth transfer.
• Trust & Fiduciary Services: Provide expert guidance on trust structures, family office solutions, and fiduciary arrangements that align with client objectives and regulatory requirements.
• Client Advisory: Partner with relationship managers to engage clients in in-depth discussions about wealth planning, ensuring a client-centric approach to structuring their assets.
• Regulatory Compliance & Risk Management: Ensure adherence to all relevant regulatory frameworks, trust laws, and fiduciary standards across multiple jurisdictions.
• Collaboration & Stakeholder Engagement: Work closely with internal and external legal, tax, and estate planning professionals to deliver comprehensive solutions.
• Market & Industry Insights: Keep abreast of developments in wealth planning, estate laws, tax regulations, and fiduciary best practices to provide up-to-date advisory services.
• Training & Development: Educate internal teams on wealth planning and trust solutions to enhance their ability to provide informed client recommendations.

Key Qualifications & Experience:

• Bachelor's or Master's degree in Law, Finance, Business, or related field. A TEP (Trust & Estate Practitioner) or CFP (Certified Financial Planner) designation is highly preferred.
• Minimum of 10 years of experience in wealth planning, trust advisory, or private banking, with a strong understanding of trust and estate planning structures.
• Expertise in multi-jurisdictional tax and regulatory matters affecting HNW and UHNW clients.
• Strong interpersonal and communication skills with the ability to engage and advise sophisticated clients and stakeholders.
• Proven leadership skills with experience in team management and business development.
• Ability to navigate complex legal and financial frameworks while maintaining a client-focused approach.