Senior Manager, Family Office Advisory

Aham Capital; Kuala Lumpur; On-site; MYR 180,000 - 240,000; Full time

Job summary

A financial advisory firm in Kuala Lumpur seeks a Senior Manager for Family Office Advisory to oversee the setup of Single-Family Offices for high-net-worth clients. This role requires deep knowledge in wealth structuring and exceptional client management skills. A Bachelor’s degree and 10 years of relevant experience are essential. The successful candidate will collaborate with various advisors, ensuring a seamless advisory experience while maintaining high standards of professionalism and discretion.

Qualifications

• Minimum 10 years of experience in wealth structuring, trust and fiduciary services, estate planning, or HNWI client advisory.
• Familiarity with the Securities Commission Malaysia’s SFO guidelines.
• Fluent in English; proficiency in Mandarin or other languages is a plus.

Responsibilities

• Lead the formation of Single-Family Offices for high-net-worth clients.
• Act as primary liaison among clients, internal sales, and external advisors.
• Manage the setup process and ensure compliance with regulatory requirements.

Skills

Wealth structuring

Client relationship management

Tax optimization

Confidentiality and integrity

Education

Bachelor’s degree in law, Finance, Accounting, or related disciplines

Master’s degree or professional certifications

Job description

We are seeking a highly experienced and client-focused professional to take on the role of Senior 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 Securities Commission Malaysia’s SFO scheme.
Acting as the central liaison between clients, our internal sales team, and a network of professional advisors including trust companies, 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 HNWI relationship management.

Responsibilities

• Serve as the primary relationship manager and strategic advisor for clients establishing a Single-Family Office (SFO).
• Lead and coordinate the entire SFO setup process, aligning client objectives with suitable structures under the SC Malaysia framework.
• Collaborate with external professionals (trustees, lawyers, tax advisors, accountants, real estate planners) to deliver integrated solutions for clients.
• Act as the key contact point for internal sales teams and ensure they are supported on all SFO-related discussions and initiatives.
• Guide and manage the preparation and submission of necessary documents, licenses, and regulatory filings.
• Develop and maintain in-house best practices, knowledge resources, and training materials to support continuous learning and excellence in SFO advisory.
• Uphold the highest standards of confidentiality, professionalism, and responsiveness in all client engagements.
• Undertake any additional duties and responsibilities as assigned by management.

Requirements

• 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 Securities Commission Malaysia’s SFO guidelines and other regulatory/tax considerations in structuring a family office.
• Proven track record of managing sophisticated HNWI relationships and working across multi-disciplinary advisory teams.
• Excellent coordination and stakeholder management capabilities.
• High integrity and discretion, with a strong sense of ownership and client service mindset.
• Fluent in English, both written and spoken. Proficiency in Mandarin or other languages is an added advantage.

We value diversity and inclusion by bringing together talented individuals from diverse backgrounds and experiences. We’re dedicated to equal opportunity, assessing candidates based only on their skills and qualifications, regardless of ethnicity, religion, gender, or nationality.

Senior/Product Specialist

Product Development & Management

Responsibilities

1. Manage reporting such as fund reports, fund fact sheet:

• Coordinate the compilation of Fund reports (annual, interim and quarter) with internal and external stakeholders, submission to regulator and dissemination to investors and any other related parties.
• Ensure compliance in Fund reports.
• Manage regular and customised reports for distributor/business partners.
• Manage monthly Fund factsheet.

2. Work on new product development and management of existing funds:

• Pitching of new product ideas.
• Preparation of product term sheet/Product Detail Paper, investment strategy & investment for offering documents.
• Create pitching slides for fund positioning on a regular and consistent basis.
• To provide training of funds and propositions to sales teams on a regular basis.
• To assist in marketing and pitching to partners and distributors and be involved in sales activities where necessary.
• Work with fund managers and the investment team on themes, ideas, strategies employed for respective funds.

3. On-going marketing, product and operational support

• Managing and coordinating the fund reports with ensuring accurate and timely submission.
• Preparation of monthly fund update slides.
• Providing support and answers to sales queries on product features and technical matters.
• Project management in resolving ad-hoc issues concerning existing funds.

1. Manage reporting such as fund reports, fund fact sheet:

• Coordinate the compilation of Fund reports (annual, interim and quarter) with internal and external stakeholders, submission to regulator and dissemination to investors and any other related parties.
• Ensure compliance in Fund reports.
• Manage regular and customised reports for distributor/business partners.
• Manage monthly Fund factsheet.

2. Work on new product development and management of existing funds:

• Pitching of new product ideas.
• Preparation of product term sheet/Product Detail Paper, investment strategy & investment for offering documents.
• Create pitching slides for fund positioning on a regular and consistent basis.

3. On-going marketing, product and operational support

• Managing and coordinating the fund reports with ensuring accurate and timely submission.
• Preparation of monthly fund update slides.
• Providing support and answers to sales queries on product features and technical matters.
• Project management in resolving ad-hoc issues concerning existing funds.

4. Projects

• To work on projects, where required e.g. system enhancement and processimprovement.
• Be involved in campaign designing and management, where required.
• Be involved in setting up additional services, where required.

Requirements

• Bachelor’s degree and/or professional qualification in Business/Economic/Finance/Accounting.
• 2 or more years of experience in the wealth and asset management industry is an added advantage.
• Possess good communication and presentation skills.
• Enjoy working collaboratively across the organization in a team environment.

• Bachelor’s degree and/or professional qualification in Business/Economic/Finance/Accounting.
• 2 or more years of experience in the wealth and asset management industry is an added advantage.
• Possess good communication and presentation skills.
• Enjoy working collaboratively across the organization in a team environment.

We value diversity and inclusion by bringing together talented individuals from diverse backgrounds and experiences. We’re dedicated to equal opportunity, assessing candidates based only on their skills and qualifications, regardless of ethnicity, religion, gender, or nationality.

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