Your newpany
We are the leading asset management firm, trusted by institutions and ultra-high-net-worth individuals to deliver tailored investment solutions and long-term value. With a legacy of excellence and innovation, we are expanding our dedicated Family Office Advisory team to better serve the evolving needs of ultra-high-net-worth clients.
Your new role
We are seeking a highly experienced and client-focused professional to take on the role of S enior Manager, Family Office Advisory . This individual will be responsible for leading and coordinating the setup of Single-Family Offices (SFOs) for our high-net-worth clients under the Securitiesmission Malaysia's SFO scheme.
Acting as the central liaison between clients, our internal sales team, and a network of professional advisors including trustpanies, legal and tax consultants, accountants, and real estate specialists - the successful candidate will ensure a seamless and trusted advisory experience. This is a senior position requiring deep expertise in wealth structuring, trust and legacy planning, and UNHWI and / or UNWHI relationship management.
What you'll need to succeed
Bachelor's degree in law, Finance, Accounting, Estate Planning, or related disciplines. A Master's degree or professional certifications are highly desirable.
Minimum 10 years of experience in wealth structuring, trust and fiduciary services, estate planning, private banking or HNWI client advisory.
Strong understanding of trust structures, succession and legacy planning, tax optimization, and legal frameworks relevant to family offices
Familiarity with the Securitiesmission Malaysia's SFO guidelines and other regulatory / tax considerations in structuring a family office.
What you'll get in return
What you need to do now
Senior Manager • Kuala Lumpur, Malaysia