Senior Client Manager (Family Office)

We are partnering with a US-based family office services firm in a search for a Senior Client Manager as its first hire in Asia, to serve as the day-to-day relationship lead for ultra-high-net-worth (UHNW) families across Asia-Pacific, India and the Middle East. Working closely with household staff and other trusted professionals, the role ensures that every aspect of clients’ affairs is managed proactively, efficiently and with exceptional attention to detail.

The position will support client relationships delivered directly through the Family Office as well as through its White Label and Access partnership models with multi-advisory firms across the region. This requires a highly adaptable professional with the judgement, discretion and professionalism to represent the firm seamlessly across multiple service delivery models.

Responsibilities

• Act as the primary day-to-day relationship lead for Ultra-High-Net-Worth (UHNW) client families across Asia-Pacific, India and the Middle East.
• Oversee and coordinate a broad range of family office and lifestyle matters, including household management, travel arrangements, relocations, bill payments, family governance and coordination with external advisers.
• Manage relationships and liaise closely with private banks, legal counsel, tax advisers and trust companies, while working collaboratively with the firm’s internal accounting team to ensure seamless service delivery.
• Operate in a strictly non-advisory capacity, with no responsibility for providing investment advice or making investment recommendations to clients.
• Report directly to the President/COO based in the United States, requiring flexibility to accommodate occasional early-morning and evening calls across international time zones.

Requirements

• 10–20 years of relevant experience supporting executives and UHNW families, or within family offices, private banks, trust or corporate services firms.
• Proven ability to serve as a trusted adviser to executives, entrepreneurs, business owners and multi-generational families, with strong executive presence, sound judgement and discretion.
• Practical knowledge of trust structures, estate and succession planning, family governance and multi-generational regional business families.
• Familiarity with cross-border reporting requirements, including CRS and FATCA, and the ability to interpret financial statements, investment reports, trust summaries and cash flow reports.
• Strong experience coordinating with lawyers, accountants, tax advisers, private bankers, investment advisers, trust companies and household staff.
• Advanced proficiency in Microsoft Office, CRM platforms, Asana or similar project management tools, AI-enabled technologies and cloud-based operational systems.
• Working knowledge of cloud accounting software such as Xero or QuickBooks Online, with the ability to liaise effectively with internal accounting teams.
• Highly service-oriented, independent and organised, with the ability to manage sensitive matters with maturity and confidentiality.
• Prior private banking or advisory firm experience would be an advantage.

Interested candidates may email your resume to:

Alycia Lim

[email protected]

EA License No.: 23S2032 | R24124179

We regret to inform that only shortlisted candidates will be notified.