Job Description

About Our Client:

Our client is seeking a highly capable and discreet Personal Assistant to provide both executive and investment-related support. This role is ideal for someone who is experienced in managing high-level stakeholders, particularly in banking and finance, and who can help streamline her personal and professional commitments.

Role and Responsibilities:

The Personal Assistant will work closely with the principal, supporting her in both private and business matters. This includes managing her schedule, coordinating appointments, overseeing documentation, and handling sensitive financial information.





Key responsibilities include:


Liaising directly with private banks, financial institutions, and legal advisors on behalf of the principal Coordinating and maintaining proper records for investment portfolios, account openings, and compliance documentation Managing calendars, meetings, and travel arrangements Preparing reports, summaries, and briefing notes related to investments and personal matters Ensuring seamless communication between the principal and various stakeholders Supporting ad hoc personal errands and administrative needs as required

Requirements:

A discreet and dependable professional who understands the dynamics of a private, high-net-worth environment Prior experience in a similar role supporting a UHNWI, family office, or financial executive Strong familiarity with private banking, wealth management, and investment processes Highly organized with excellent attention to detail and follow-through Proactive, resourceful, and capable of anticipating needs Comfortable managing sensitive information with discretion and integrity Effective communicator with strong interpersonal skills Able to adapt quickly in a dynamic, fast-paced setting Fluent in English and Mandarin is an advantage due to frequent liaison with mandarin speaking stakeholders Highly professional, with a polished, service-oriented approach





EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)


EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)