Finance Manager, Family Office

Job Description

【About PTL Family Office & Consultancy】

Headquartered in Singapore, we have over 17 years of practical experience as family chamberlains, serving ultra-high-net-worth families across Asia. The family chamberlain team is the core of the family office, typically composed of experienced experts from various fields, including but notlimitedo cross-border accountants, international lawyers, financial specialists, investment experts, trust experts, insurance specialists, medical experts, and education specialists. These experts are directly employed by the family, eliminating potential conflicts of interest that from working with external financial or non-financial institutions, thereby ensuring that all decisions prioritize the family’s best interests.

【 Core Value】

Without Product Sale：We do not engage in product sales to ensure our advice and planning remain neutral and objective, free from sales pressureor conflicts of interest.

Without Holding Asset：To ensure optimal asset security and compliance, client funds are held by financially licensed and government-supervised entities. We focus on delivering professional advice and management oversight, minimizing risks and guaranteeing our service’s independence and expertise.

Legality and Compliance：“Legality and compliance” are the foundation for promoting the enduring prosperity of families and businesses. We are committed to providing advice, planning, and solutions that comply with local laws and regulations, and we consistently adhere to compliant operational management standards to assistclient families in achieving stable and sustainable planning objectives.

Always on Your Side：We deeply understand the unique needs, core values, and long-term goals of each family. From strategic planning to execution, we consistently uphold the philosophy of “standing in the client’s shoes” and “putting client interests first.” We provide objective, professional advice and assistance atcritical moments of important decision-making.

【Teams& Partners】 We operateon a “Consultant + Structure Advisor + Specialist Firm” dedicated team model.

• Consultant: Responsible for understanding client needs, coordinating professional resources, advancing proposals, and nurturing long-term client relationships.

• Structure Advisor: Responsible for designing overall structural frameworks and proposed solutions, including liaising with partner banks or institutions for seamless execution and implementation.

• Cross-Border & Cross-Disciplinary Professional Institutions: Provide specialized services spanning wealth management, trusts, legal, tax, insurance, and otherprofessional domains.

【Expected Qualities】

• Having connections and resources with High-Net-Worth Individuals, business owners, or family clients.

• Strong capability in acquiring clients independently and managing long-term client relationships.

• Excellent skills in client discovery, proposal presentation, and professional communication.

• 10+ years of professional experience in finance, private banking, wealth management, insurance, tax, legal, trust, or related fields

• Fluent in Mandarin; fluency in English is a plus

【Good to Have】

Practical experience in Private Banking, EAM, Family Offices, accounting/law firms, trust companies, overseas property investment, immigration/citizenshipplanning, PE/VC, as well as cross-border structural practices in Hong Kong, Singapore, or other overseas jurisdictions.

【Position, Compensation &Qualifications】

Position: Finance Manager, Family Office/Family Chamberlains (2 openings)

Location: Flexible work arrangements, with business travel to Singapore and other Asian regions as required by project needs. (For qualified overseas talent, assistance with Singapore work pass evaluation may be provided.)

Working Hours: Highly flexible, with a primary focus on client service and project deliverables.

Compensation: Negotiable in interview (Fixed salary or profit-sharing structure available).

Experience: 10+years of professional experience.

Education: Bachelor's degree or above.

Languages: Native/Fluent in Mandarin; fluency in English is a plus.

We are looking for more than just employees

At PTL, we prioritize the “quality” of our client relationships over quantity. We place equal value on our advisors' integrity, professionalism, service passion, and long-term values, backing them with dedicated professional training and resources. We are seeking true business partners who can grow alongside PTL for the long term and together build enduring trust with our family clients. We warmheartedly welcome financial and non-financial professionals who resonate with the vision of a "Family Chamberlain" to connect and exchange ideas with us.

【Application Note】 Please submit a “full Chinese” resume upon application.