Family Office Advisor

4 days ago


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
- 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



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