Requirements

📍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 summarise 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.