Personal Accountant (Chairman Office)

Bjak; Petaling Jaya; On-site; MYR 60,000 - 120,000; Full time

Job summary

An established industry player in the financial services sector is on the lookout for a highly skilled Personal Accountant. This pivotal role involves supporting the Chairman in managing complex financial operations and personal assets. The ideal candidate will demonstrate exceptional analytical capabilities and discretion while overseeing financial accounts, investments, and compliance with tax regulations. Join this dynamic team and contribute to the success of a company committed to providing sustainable financial solutions in the ASEAN region. If you are a strategic thinker with a passion for financial management and a commitment to confidentiality, this opportunity is tailor-made for you.

Qualifications

• 5-8 years of experience in financial management with high-net-worth individuals.
• Proven expertise in managing personal accounts and wealth portfolios.

Responsibilities

• Manage the Chairman’s personal and business financial accounts and investments.
• Monitor portfolio performance and provide strategic financial recommendations.

Skills

Financial Management

Analytical Skills

Investment Analysis

Budget Management

Communication Skills

Education

Bachelor’s degree in Accounting or Finance

Professional certification (CPA, ACCA, CFA)

Tools

Excel

Power BI

Job description

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, trading systems, and data science enable easy access to financial services that were previously inaccessible or difficult to understand. Join us on this exciting journey as we expand our operations in Malaysia. We're looking for dynamic individuals who share our vision and want to contribute to the next chapter of Bjak's success.

Role Summary

We are seeking an exceptionally skilled and highly trustworthy Personal Accountant to support the Chairman in managing complex financial operations, personal assets, and confidential financial matters. The ideal candidate will bring strategic insight, precision, and professionalism to oversee all financial aspects related to the Chairman’s personal and business interests. This role requires impeccable discretion, excellent analytical capabilities, and the ability to thrive in a fast-paced, high-stakes environment.

• Manage and oversee the Chairman’s personal and business financial accounts, including income, expenses, assets, liabilities, and investments.
• Reconcile accounts, monitor cash flow, and provide real-time financial updates.
• Maintain accurate financial records and prepare statements and reports to provide a clear overview of financial health.
• Monitor portfolio performance and make adjustments as needed to optimize returns.
• Conduct research and analysis to identify investment opportunities and evaluate potential risks.
• Prepare up-to-date reports of market trends, economic indicators, and investment products.
• Analyze data and summarize risks and opportunities, delivering strategic recommendations on financial planning and wealth optimization.
• Develop and manage budgets, ensuring alignment with short- and long-term goals.
• Ensure compliance with tax regulations through timely filings and proactive planning.
• Track and evaluate investment performance while staying updated on market trends to identify opportunities for portfolio growth and diversification.
• Safeguard sensitive financial data and ensure compliance with legal and regulatory requirements.
• Liaise with external advisors (auditors, tax consultants, legal counsel, financial institutions) for effective financial management.
• Manage workflows related to real estate, travel, philanthropy, and other personal interests, coordinating with stakeholders, vendors, and service providers.

Qualifications and Experience

• Bachelor’s degree in Accounting, Finance, or a closely related field.
• A professional certification such as CPA, ACCA, CFA, or equivalent is mandatory.
• At least 5–8 years of experience in financial management, including experience working with high-net-worth individuals (HNWI) or ultra-high-net-worth individuals (UHNWI).
• Proven expertise in managing personal accounts, wealth portfolios, and multi-jurisdictional tax planning.
• Strong familiarity with investments, asset management, and risk analysis.

Technical Skills

• Advanced proficiency in accounting software and financial modeling tools (e.g., Excel, Power BI).
• Comprehensive knowledge of tax regulations, estate planning, and wealth management strategies.
• Deep understanding of global financial markets and asset diversification is an added advantage.

Personal Attributes

• Absolute integrity, discretion, and a commitment to confidentiality.
• Strategic thinker with strong attention to detail and problem-solving skills.
• Exceptional communication and interpersonal skills, capable of managing complex relationships and providing clear financial advice.
• Ability to work under pressure, manage competing priorities, and deliver results on time.