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Private Wealth Specialist
3 weeks ago
We are seeking a detail-oriented and driven professional to join our Private Wealth team in Singapore.
- Manage investment portfolios across various asset classes, including public equities, private equity, real estate, and fixed income.
- Organise, analyse, and interpret data to extract meaningful insights for investment and operations decisions.
- Liaise with private banks, fund managers, legal counsel, and tax advisors to execute transactions and manage ongoing relationships.
- Support the private wealth team heads in maintaining and updating internal documentation on asset holdings, legal structures, and compliance workflows.
- Contribute to strategic planning, next-gen engagement, and succession planning initiatives.
- Support philanthropic activities, governance meetings, and ad-hoc family requests.
Requirements:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 1–3 years of experience in private banking, family office, asset management, or Big 4/consulting (wealth/finance focus).
- Strong understanding of financial instruments, investment products, and global markets.
- Excellent Excel and PowerPoint skills; experience with financial modeling preferred.
- High attention to detail, discretion, and ability to manage confidential information.
- Bilingual in English and Bahasa Indonesia to work with Indonesian stakeholders.
Skills:
- Strategic Planning
- Investments
- Succession Planning
- Wealth Management
- Private Banking
- Financial Modeling
