Family Office

Role Overview

The incumbent will serve as a senior leader and trusted advisor, overseeing the financial, investment, and operational ecosystem of the family office. This role balances high-level strategic asset allocation with hands-on management of complex, multi-entity tax, legal, and estate structures. The ideal candidate possesses strong financial acumen, be emotionally intelligent and shall possess adaptability required to deal with Directors of the organisation.

Key Responsibilities

• Investment and Asset Management: Develop and execute investment strategies across diverse asset classes (public markets, private equity, venture capital, and real estate) to maximize long-term returns and hedge against risk. Manage liquidity, monitor portfolio performance, and oversee due diligence on external fund managers.
• Financial & Operational Governance: Lead the budgeting, forecasting, and cash flow modelling for multiple family entities, trusts and holding companies.

• Adviser Coordination: Serve as the lead for the familys web of external professionals / stakeholders (Tax consultants, legal advisors, Auditors, private bankers, any other external service provider) to negotiate scopes and prevent any possible conflicts. Maintain structured documentation and governance.
• Family Governance: Organise family council meetings in coordination with Promoter. Develop family policy and governance framework.

• Philanthropy & Legacy: Administer the familys charitable foundations, trust structures, and legacy planning in alignment with the familys core values.

Qualifications & Requirements

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  Education & Experience: Masters degree in Finance / CA / CFA equivalent. Advanced certifications (CFA, CPA, or MBA) and 15+ years of proven experience in wealth management, private equity, or an established family office.

• Discretion & Ethics: Unwavering integrity and a proven track record of handling highly confidential, sensitive family and financial information.

• Soft Skills: Exceptional emotional intelligence (EQ) and interpersonal skills to navigate complex family dynamics and bridge communication across multiple generations.

• Strategic Thinking: Ability to balance aggressive financial growth with long-term capital preservation and family cohesion.