Analyst, Wealth and MFO
COUNTRIES.SG8 hours ago
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The role will be working closely with the Family Office Advisors in supporting family office and ultra-high net worth client relationships for the Wealth/Multi-Family Office (MFO) team. The successful candidate will have the opportunity to develop skills in all aspects of client management in a growing MFO environment.


Responsibilities

  • Direct support to Family Office Advisors in administrative and organisational aspects of client management
  • Assist with documentation for client onboarding and ongoing maintenance
  • Able to handle client communications and instructions
  • Assist in preparation of client proposals
  • Work closely with the Investment and Operations teams for client portfolio transactions and reconciliation
  • Become an expert in using the company's consolidation and reporting platform to monitor portfolios 
  • Maintain high standards of integrity and confidentiality in all activities
  • Adhere to company policies and procedures including regulatory responsibilities


Requirements

  • Tertiary education related to finance and economics is preferred
  • 1-3 years experience in the financial profession role
  • Advanced skills with Microsoft Office, Excel and Powerpoint
  • Knowledge of Bloomberg or similar platforms is an advantage
  • Ability to take individual responsibility whilst also being part of a team
  • Good interpersonal skills
  • Strong verbal and written communication skills 


About Golden Equator Wealth

Golden Equator Wealth (GEW) is a multi-family office that provides UHNW families and individuals with comprehensive wealth and legacy preservation solutions. Our holistic and independent approach recognises that passing down a legacy goes beyond financial wealth management to include an effective wealth transfer; preparing the next generation to take over; and passing on the family values to future generations. GEW is licensed by the Monetary Authority of Singapore.

 

GEW is a subsidiary of Golden Equator Group. Through its ecosystem of businesses and networks, Golden Equator invests in the future generation through its key pillars of Capital, Technology, Community and Learning to build financially rewarding businesses while driving positive social impact.

 

For more information, please visit: https://www.goldenequatorwealth.com/


We regret that only shortlisted candidates will be notified.

A_BIT_ABOUT_US

About Golden Equator Group

Golden Equator is a holding group of businesses committed to creating value beyond the financial. We envisage a world where communities, technology, capital, and learning converge to propel human potential and inspire new possibilities. We commit our talent and resources to develop future-focused solutions that empower the next generation and fuel meaningful connections, which maximise the potential for thriving business communities. In doing so, we amplify opportunities for collaboration and innovation.

 

For more information, please visit: https://www.goldenequator.com/