全职 Family Office Manager 工作, 薪水 up to MYR 13,000, Career Horizons Selangor 公司招聘中 - Ricebowl

• Bachelor's Degree in Law, Accounting, Finance, Business Administration, or a related discipline.

• Minimum of five (5) years of relevant experience within legal, compliance, corporate services, wealth management, audit, tax, financial advisory, or other professional services environments.

• Exposure to family governance, succession planning, estate planning, corporate structuring, or servicing high-net-worth individuals and families will be highly advantageous.

• Proven experience in client onboarding, KYC/CDD processes, compliance administration, and stakeholder management.

• Demonstrated leadership capabilities with the ability to supervise, mentor, and manage a team effectively.

• Strong drafting, analytical, problem-solving, communication, and organizational skills.

• Ability to manage multiple assignments independently while collaborating effectively with cross-functional teams.

• Proficiency in Microsoft Office applications, particularly Microsoft Excel, PowerPoint, and Word.

• Excellent command of both English and Mandarin, written and spoken, with the ability to communicate effectively with Mandarin-speaking clients and stakeholders.

Client Advisory & Proposal Development

• Conduct research, fact-finding exercises, and client discovery interviews to develop tailored Blueprints and Scope of Services & Fees (SSF) proposals aligned with prospective clients' objectives and profiles.

• Prepare and present customized advisory solutions and recommendations to support business development and client engagement initiatives.

Client Onboarding & Due Diligence

• Manage the end-to-end client onboarding process, including the preparation of Know Your Client (KYC) documentation, engagement letters, onboarding forms, interview worksheets, and milestone schedules.

• Ensure all compliance and regulatory requirements are fulfilled while coordinating the collection and verification of supporting documents.

Wealth Structuring & Financial Analysis

• Compile and analyze clients' financial information to prepare net worth assessments and support the development of customized structural planning strategies.

• Assist in evaluating client objectives and financial circumstances to recommend appropriate planning solutions.

Family Governance & Succession Planning

• Facilitate stakeholder interviews and gather relevant feedback to develop and finalize Family Governance frameworks and presentations.

• Support the preparation, review, and coordination of legal documentation, including Family Constitutions, Deeds of Family Arrangements, Deeds of Adherence, Durable Powers of Attorney, Wills, and shareholder succession-related documents.

• Prepare asset inventories, equalization schedules, and related supporting documentation for succession planning engagements.

Client Relationship Management & Meeting Coordination

• Coordinate and manage client meetings by scheduling appointments, preparing presentation materials, facilitating discussions, recording meeting minutes, and tracking follow-up actions.

• Ensure timely communication of meeting outcomes, documentation, and project updates to all relevant stakeholders.

Implementation & Stakeholder Coordination

• Liaise with legal advisors, tax consultants, trust administrators, company secretaries, and other professional service providers to facilitate implementation of approved structures and strategies.

• Review legal documentation, provide feedback, coordinate execution processes, and manage document handovers.

Compliance & Regulatory Support

• Assist in preparing compliance-related submissions and reports for foundations and other entities.

• Support audit, tax, and statutory reporting processes, including coordination with Corporate Services teams and external advisors to meet regulatory obligations.

Advisory Services & Ongoing Client Support

• Coordinate Family Council, Investment Committee, and Performance Management Office meetings and initiatives.

• Support the delivery of value-added advisory services, including succession planning, nominee arrangements, family office management, coaching services, and capital statement preparation.

Documentation & Administrative Management

• Maintain accurate records, templates, checklists, logs, and operational documentation.

• Prepare presentation decks, standardize documentation practices, and contribute to process improvements and SOP enhancements.

Leadership & Team Development

• Provide mentorship and guidance to junior team members and, where appropriate, clients' family members.

• Participate actively in internal meetings, contribute to strategic case discussions, and promote knowledge sharing across the organization.

Billing & Accounts Coordination

• Coordinate client invoicing activities and monitor payment collections.

• Follow up on outstanding receivables, manage debtor aging reports, and ensure timely settlement of accounts.

Cross-Functional Collaboration

• Act as a key liaison between clients, Corporate Services, audit and tax teams, internal departments, and external stakeholders to facilitate effective service delivery and information flow.

• EPF
• SOCSO
• Annual Leave
• Medical Leave
• Health Insurance
• Medical Insurance
• Training Provided
• 5 Working Days
• Performance Bonus
• Flexible Working Hours
• Allowance Provided