Geylang - Family Office Financial Planner & Personal Assistant (Personal Finance)
Gname.Com Geylang Full-time
Key Responsibilities
- Personal Finance Support (Approx. 60%)
- Assist CEO in bilingual (English and Chinese) communication with private banks, financial advisors, and investment consultants;
- Follow up on the subscription, redemption, and execution of personal financial products;
- Organize and archive bank statements, financial product documents, balance sheets, and other related materials;
- Manage personal bank accounts, digital ledgers, and financial records (e.g., Excel or financial logs)
- Support communications and documentation related to insurance, trusts, family investments, and taxation
- Family Office Administrative Support (Approx. 30%)
- Support daily administrative operations of the family office, including document filing, contract management, meeting scheduling, and procurement tracking
- Coordinate with third-party service providers (e.g., law firms, accounting firms, insurance companies)
- Assist with CEO’s calendar management, document printing, paperwork organization, and travel bookings
- Household Affairs Coordination (Approx. 10%)
- Assist with arranging school interviews, enrollment, and tutoring for the children
- Help schedule medical checkups, vaccinations, and doctor visits for family members
- Follow up on urgent family matters, daily arrangements, and travel coordination
- Bachelor's degree or above, preferably in Finance, Accounting, Business Administration, or Languages
- Fluent in both Chinese and English with strong writing skills to liaise with stakeholders; able to communicate smoothly with banks, law firms, etc.
- Proficient in Excel, PDF tools, Word, Google Calendar, and email
- At least 2 years of experience in one of the following: Private Banking, Family Office, HNW Client Services, or Executive Assistance
- Highly organized, discreet, responsible, service-oriented, and reliable
- Familiarity with Singapore’s banking, tax, investment, and insurance procedures
- Experience with net worth statement preparation, bookkeeping, or financial product tracking
- Previous experience in a single-family office, trust company, or financial advisory firm
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