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Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time**About Us**: We are a leading Singapore based multi-family office managing the wealth of a number of ultra-high-net-worth (UHNW) families. Our team is dedicated to providing customized solutions across investments and risk management, family governance, wealth transfer planning, strategic support for family businesses and philanthropy. We are seeking an...
Investment Office Associate
2 weeks ago
Singlife is looking for a driven, resourceful Associate to join the Investment Office team.
As an Associate, you will assist the Investment Office in the setup of the Investment Office by driving the strategic initiatives whilst ensuring governance & controls on all operations of the team
**Key Responsibilities
- Support the setup of the Investment Office by leading and/or supporting strategic initiatives of the team; this includes Project Delaware
- Govern & control all business activities of the team and ensure policies and procedures are setup and/or maintained
- Participate as a member in generating business ideas for the Investment Office
- Ensure compliance with all applicable laws and regulations relating to the above functional activities.
**Requirements
**Experience
- 4-6 yrs experience in Financial Services (preferably Asset Management or Insurance) in project management, business management or consulting
**Education
- Academic: Bachelor’s/Master’s degree in Finance/Accounting/Law (preferred)
- Professional Certification(s): CFA, CPA, CAIA, FRM, PMP (not required but preferred)
- Complete Fit & Proper assessments successfully on an annual basis at minimum, or when other adjunct appointments are made.
