Private Wealth Portfolio Director / Family Office Advisor

Job Description
We are seeking an experienced Private Wealth Portfolio Director / Family Office Advisor to oversee investment strategy, portfolio management, wealth planning, and family office operations.
Key Responsibilities
Lead investment strategy, asset allocation, portfolio management, and wealth planning.
Manage diversified portfolios across equities, fixed income, private markets, real estate, and alternative investments.
Monitor portfolio performance, risk, liquidity, market trends, and investment opportunities.
Develop investment reports, financial analysis, portfolio reviews, and strategic recommendations.
Coordinate with banks, asset managers, private equity firms, lawyers, tax advisors, and other professional partners.
Support succession planning, governance, estate planning, and intergenerational wealth management.
Lead family office teams, external advisors, investment managers, and key stakeholders.
Requirements
Diploma/Degree in Finance, Economics, Accounting, Investment Management, or related fields.
Proven experience in private wealth management, portfolio management, family office, private banking, or investment management.
Strong knowledge of asset allocation, portfolio construction, risk management, financial markets, and alternative investments.
Strong analytical, strategic, commercial, communication, and relationship management skills.
Professional qualifications such as CFA, CFP, CA/CPA, or equivalent are preferred.
Experience managing high-net-worth or ultra-high-net-worth portfolios and family office relationships is an advantage.

Work arrangement
Yes