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Financial Advisory - Multi-family office

Singapore Permanent Work from Home or Hybrid View Job Description
This role sits at the heart of a sophisticated client advisory team, supporting high net worth and ultra-high net worth individuals on portfolio strategy, financial planning and investment execution. It offers broad exposure across public and private markets, estate planning analysis and long-term wealth structuring within a collaborative, high-performance environment.
  • High-impact role within a globally recognised investment platform
  • Partner closely with UHNW clients on complex wealth strategies

About Our Client

Our client is a global investment management firm with a strong presence across North America, Europe and Asia, advising some of the world's most influential families and mission-driven institutions. The Singapore office plays a key role in supporting APAC clients through a multi-asset, family office-style advisory model.

Job Description

  • Prepare and analyse client balance sheets, asset allocation and portfolio positioning
  • Monitor investment performance and produce high-quality quarterly portfolio reports
  • Support comprehensive financial, liquidity and cash flow planning initiatives
  • Conduct scenario modelling and analysis to support long-term wealth and estate strategies
  • Work closely with capital markets across equities, fixed income, structured products and FX
  • Coordinate tax-related data and documentation with internal and external stakeholders
  • Mentor junior team members and contribute to best practices across client deliverables

The Successful Applicant

  • 8+ years of experience in financial advisory, investment management or professional services
  • Strong grounding in portfolio construction, asset classes and capital markets
  • Proven ability to analyse complex financial situations and present insights clearly
  • High level of attention to detail with strong ownership of client deliverables
  • Bachelor's degree with a strong academic foundation
  • Demonstrated maturity, integrity and curiosity in a client-facing environment

What's on Offer

You will join a highly regarded global platform offering long-term career development, direct exposure to sophisticated investment strategies and meaningful client relationships. The organisation invests heavily in training, mentorship and knowledge-sharing, while providing a collaborative culture, hybrid working arrangements, and comprehensive benefits designed to support employee wellbeing and sustained professional growth.

Contact
Shiya Guan (Lic No: R1981877 / EA no: 18S9099)
Quote job ref
JN-062026-7033396
Phone number
+65 6416 9859

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
What is your area of specialisation?
Financial Services
Location
Singapore
Contract Type
Permanent
Consultant name
Shiya Guan (Lic No: R1981877 / EA no: 18S9099)
Consultant contact
+65 6416 9859
Job Reference
JN-062026-7033396
Work from Home
Work from Home or Hybrid

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.