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Assistant Investment Manager( Mandarin Speaker )
PCCS Group BerhadKuala Lumpur, Kuala Lumpur, Malaysia13 days ago
Job descriptionDevelop 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. Oversee the preparation of financial statements, budgets, and forecasts. Ensure accurate and timely financial reporting. Implement and maintain effective accounting policies and procedures. 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. 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. 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. 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. 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. Foster strong relationships among family members. Provide mediation and conflict resolution services as needed. Support the personal and professional development of family members. 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
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. A Master’s degree or professional certifications (e.g., MBA,CPA, CFA, CFP) is preferred.
- 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.
- Mandarin speaking is advantaged
Responsibilities
Tax Planning and Compliance :
2.Accounting :
3.Financial Planning :
4.Investment Management :
5.Wealth and Trust Structuring :
6.Business Succession Planning :
7.Family Governance Formulation :
8.Family Relations :
9.Family Office Administration :
Benefits
Skills
Financial Analysis Portfolio Management Risk Management
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Mandarin Speaker • Kuala Lumpur, Kuala Lumpur, Malaysia