Investment Assistant Manager

• Minimum of 3 years of experience in a financial or advisory role, preferably within a family office, private banking, or wealth management environment.
• Strong knowledge of tax planning, accounting, financial planning, investment management, and wealth management.
• Proven experience in business succession planning, family governance, and trust structuring.
• Exceptional leadership, communication, and interpersonal skills.
• High level of integrity, discretion, and confidentiality.
• Ability to work effectively with family members, advisors, and other stakeholders.

Tax Planning and Compliance:

• Develop and implement tax strategies to optimize the family's tax position.
• Ensure compliance with all relevant tax laws and regulations.
• Liaise with external tax advisors to manage complex tax matters.

Accounting:

• Oversee the preparation of financial statements, budgets, and forecasts.
• Ensure accurate and timely financial reporting.
• Implement and maintain effective accounting policies and procedures.

Financial Planning:

• Provide comprehensive financial planning services to family members.
• Develop and monitor investment strategies aligned with the family's goals.
• Coordinate with external investment advisors and financial institutions.

Investment Management:

• Develop and implement an investment strategy tailored to the family’s objectives.
• Oversee the family's investment portfolio, including asset allocation, risk management, and performance monitoring.
• Evaluate and select investment opportunities across various asset classes (equities, fixed income, real estate, private equity, etc.).
• Maintain relationships with external fund managers, advisors, and financial institutions.

Wealth and Trust Structuring:

• Design and implement wealth preservation and transfer strategies.
• Manage the establishment and administration of trusts and other estate planning vehicles.
• Work with legal advisors to ensure proper structuring of family assets.

Business Succession Planning:

• Develop and implement succession plans for family-owned businesses.
• Facilitate the transition of leadership and ownership to the next generation.
• Provide guidance on governance and operational issues related to succession.

Family Governance Formulation:

• Establish and maintain family governance structures and protocols.
• Develop family constitutions, policies, and procedures to guide decision-making.
• Facilitate family meetings and communication to ensure alignment and harmony.

Family Relations:

• Foster strong relationships among family members.
• Provide mediation and conflict resolution services as needed.
• Support the personal and professional development of family members.

Family Office Administration:

• Oversee the day-to-day operations of the family office.
• Manage family office staff and ensure efficient service delivery.
• Implement best practices in family office management and administration.
• Assist in ad-hoc projects if needed.
• Competitive salary and performance-based incentives.
• Comprehensive health and wellness benefits.
• Opportunity to work with a dynamic and engaged family on strategic and impactful projects.