Compile investment reports and presentations on existing and prospective investments, tracking valuation and investment performance.
Coordinate with private and retail bankers for smooth investment execution and trade processing (primarily across Singapore and US markets).
Prepare quarterly & yearly Management Accounts and Financial Statements to comply with local statutory reporting requirements.
Liaise with external tax service providers for Singapore and US tax compliance.
Provide administrative and financial support regarding the family office's real estate portfolio in Singapore and Indonesia.
Act as the primary gatekeeper and point of contact between the Director and internal/external stakeholders, including senior leadership, vendors, personal contacts, and business partners.
Handle highly sensitive, private, or personal data with absolute discretion.