Account Manager

Role Overview

Sr. Manager

Key Responsibilities

• Manage day-to-day operations of the family office, including accounting, investments, and compliance matters.
• Oversee financial records, prepare reports, and ensure accurate documentation.
• Handle tax-related matters in coordination with auditors and tax consultants.
• Liaise with legal, banking, and investment partners on behalf of the family office.
• Monitor investment portfolios and prepare periodic performance summaries.
• Maintain confidentiality and ensure all transactions comply with statutory and regulatory requirements.
• Manage property-related documentation, records, and payments.
• Coordinate with various internal and external stakeholders for smooth operations.

Required Qualifications & Experience

• Commerce Graduate / Company Secretary (CS) / Semi-qualified Chartered Accountant (CA).
• Minimum

  3 years of experience

  in a similar position, preferably within a family office, investment management firm, or corporate finance department.
• Strong understanding of finance, compliance, taxation, and investment principles.
• Excellent organizational, communication, and interpersonal skills.
• High level of integrity, confidentiality, and discretion.

Key Skills

• Financial Planning & Reporting
• Compliance & Regulatory Knowledge
• Taxation & Audit Coordination
• Investment Monitoring
• Documentation & Record-Keeping
• Stakeholder Management