Family Office Financial Manager & Personal Assistant (Personal Finance)

GNAME.COM PTE. LTD; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A financial services firm in Singapore seeks a professional to provide personal finance and administrative support to the CEO. The ideal candidate will be bilingual in English and Chinese, have strong organizational skills, and experience in financial management. Key responsibilities include liaising with banks, managing financial records, and supporting family office operations. This role offers a unique opportunity to work in a dynamic environment.

Qualifications

• Fluent in both Chinese and English with strong writing skills.
• At least 2 years of experience in Private Banking, Family Office, or Executive Assistance.
• Highly organized and service-oriented.

Responsibilities

• Assist CEO with communication with banks and financial advisors.
• Manage personal bank accounts and financial records.
• Support daily operations of the family office.

Skills

Bilingual communication

Financial management

Organizational skills

Education

Bachelor's degree in Finance, Accounting, Business Administration, or Languages

Tools

Excel

PDF tools

Word

Google Calendar

Email

Job description

Key Responsibilities

1. Personal Finance Support (Approx. 60%)

• Assist CEOin bilingual (English and Chinese) communication with private banks, financial advisors, and investment consultants;

• Follow up on the subscription, redemption, and execution of personal financial products;

• Organize and archive bank statements, financial product documents, balance sheets, and other related materials;

• Manage personal bank accounts, digital ledgers, and financial records (e.g., Excel or financial logs)

• Support communications and documentation related to insurance, trusts, family investments, and taxation

2. Family Office Administrative Support (Approx. 30%)

• Support daily administrative operations of the family office, including document filing, contract management, meeting scheduling, and procurement tracking

• Coordinate with third-party service providers (e.g., law firms, accounting firms, insurance companies)

• Assist with CEO’s calendar management, document printing, paperwork organization, and travel bookings

3. Household Affairs Coordination (Approx. 10%)

• Assist with arranging school interviews, enrollment, and tutoring for the children

• Help schedule medical checkups, vaccinations, and doctor visits for family members

• Follow up on urgent family matters, daily arrangements, and travel coordination

Qualifications

• Bachelor's degree or above, preferably in Finance, Accounting, Business Administration, or Languages

• Fluent in both Chinese and English with strong writing skillsto liaise with stakeholders; able to communicate smoothly with banks, law firms, etc.

• Proficient in Excel, PDF tools, Word, Google Calendar, and email

• At least 2 years of experience in one of the following: Private Banking, Family Office, HNW Client Services, or Executive Assistance

• Highly organized, discreet, responsible, service-oriented, and reliable

Preferred Qualifications (Nice to Have)

• Familiarity with Singapore’s banking, tax, investment, and insurance procedures

• Experience with net worth statement preparation, bookkeeping, or financial product tracking

• Previous experience in a single-family office, trust company, or financial advisory firm