Family Office Advisor

1 week ago


Singapore SUN WEALTH HOLDING GROUP PTE. LTD. Full time

Roles & Responsibilities

**Family Office Advisor**

**Responsibilities**
- Direct support to Family Office Advisors in administrative and organisational aspects of client management
- Assist with documentation for client onboarding and ongoing maintenance
- Able to handle client communications and instructions
- Assist in preparation of client proposals
- Work closely with the Investment and Operations teams for client portfolio transactions and reconciliation
- Become an expert in using the company's consolidation and reporting platform to monitor portfolios
- Maintain high standards of integrity and confidentiality in all activities
- Adhere to company policies and procedures including regulatory responsibilities

**Requirements**:

- Tertiary education related to finance and economics is preferred
- 3-5 years experience in the financial profession role
- Advanced skills with Microsoft Office, Excel and Powerpoint
- Knowledge of Bloomberg or similar platforms is an advantage
- Ability to take individual responsibility whilst also being part of a team
- Good interpersonal skills
- Strong verbal and written communication skills

**About SUN Wealth**

SUN Wealth (SW) is a multi-family office that provides UHNW families and individuals with comprehensive wealth and legacy preservation solutions. Our holistic and independent approach recognises that passing down a legacy goes beyond financial wealth management to include an effective wealth transfer; preparing the next generation to take over; and passing on the family values to future generations.



  • Singapore SMART ASCENDING HOLDINGS PTE. LTD. Full time

    Roles & Responsibilities **Family Office Advisor** **Responsibilities** - Direct support to Family Office Advisors in administrative and organisational aspects of client management - Assist with documentation for client onboarding and ongoing maintenance - Able to handle client communications and instructions - Assist in preparation of client proposals -...

  • Senior Advisor

    1 week ago


    Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full time

    Harvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore. We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial institutions, listed companies,...


  • Singapore TWO FAMILY OFFICE PTE. LTD. Full time

    **ABOUT US** TWO Family Office is a large Family Office based in Singapore belonging to a very successful German tech entrepreneur, Mr. Tom Wolf. He built a successful multi-billion construction-tech company, RIB Software, with over 2000 employees across 25 countries worldwide. RIB Software was acquired by Schneider Electric in 2021. He is now focusing on...

  • Executive Assistant

    1 week ago


    Singapore BRADBURY CONSULTING PTE LTD Full time

    **About the Role As an Executive Assistant (Family Office), you would be assisting with the provision of comprehensive administrative support to Family Offices (Single/Multiple) and its executives. The areas of support required includes: - Family Office Administration and Operations - Investment Portfolio Updates - Fund Administration - Trust and Estate...

  • Head of Operations

    1 week ago


    Singapore Private Family Office Full time

    The Principal is an Asian billionaire, owns a conglomerate crossing all sorts of business sectors with global footprints. The position will be the first hire to form a family office, leading the joined efforts with the business CoS team to support the Principal's personal, philanthropic, PR, and family wealth management activities. S/He will build the...


  • Singapore beBee Careers Full time

    Senior Financial Strategist RoleThe ideal candidate will serve as a trusted financial advisor and strategist, overseeing all aspects of the family's financial affairs. They will ensure effective wealth preservation, risk management, and financial planning, while aligning investments and operational activities with the family's long-term objectives.Key...


  • Singapore EXPONENT GLOBAL CONSULTING PTE. LTD. Full time

    **The Employer The employer is the Family Office affiliated to a large and diversified Asian conglomerate with interests in petrochemicals, raw materials, fertilisers and other sectors. The Family Office affiliated to the Group manages a portfolio of global investments covering Equities, Fixed Income and other financial products. To support further expansion...


  • Singapore TSAO FAMILY OFFICE PTE. LTD. Full time

    The Tsao Group has an operating history of over a century and aligns its business interests with a commitment to the long-term benefit of society. The Tsao Family Office (TFO) based in Singapore has a focus on responsible investments and practices. The group is not donor reliant for funding but relies on returns on investments to fund its philanthropic...

  • Finance Manager

    3 days ago


    Singapore The Edge Asia Full time

    Our client is a prestigious Family Office with multiple operating centres globally. With the launch of a new office in Singapore, they are hiring a pioneer Finance Manager (lead) to support its operations locally. Reporting to the CFO. EA Licence Number: 16S8131 Recruiter Licence Number: R1102371 **Some of the key responsibilities will include**: -...


  • Singapore Dalio Family Office Full time

    **APAC Head of Science Partnerships, Dalio Family Office Singapore** **Dalio Family Office Overview**: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation....