Family Office Specialist

Website Rockstead Capital

Established in 2005, Rockstead Capital Private Limited is a wealth and investment management company in Singapore.

About the Company:

  • Rockstead Captial was established in 2005.
  • We believe in building long-term relationships, aligning with our client’s interests, and protecting the trust placed in us.
  • By providing bespoke asset management and legacy planning services to individuals and families, we protect and grow their wealth.
  • We are a Licensed Fund Management Company (LFMC) under the regime of the Monetary Authority of Singapore (MAS).

Responsibilities:

  • Coordinate with clients, operations, and service providers to establish Single-Family Offices (SFO) and Multi-Family Offices (MFO)
  • Act as the project manager to coordinate the smooth setup and operations of family offices, and investment funds, including onboarding of third-party service providers
  • Request and consolidate required information from clients to perform KYC, AML, and SoW checks
  • Coordinate with Operations on investment deployment, fund subscriptions/redemptions
  • Initiate Due Deligence process on external investment products that family office clients wish to purchase
  • Research on issues and topics related to cross boarder taxation, regulatory rules, immigration, etc. and advise Family Office
  • Sales on potential solutions for clients
  • Assist Family Office Sales in preparation of client proposals and marketing material when required
  • Coordinate the preparation of periodic reports to Family Office clients
  • Involve in transformation projects, including processes and controls enhancement, and consolidation of family office related knowledge library

Personal Attributes:

  • 5 years relevant experience in Family Office and/or Private Wealth space
  • Good knowledge of Variable Capital Company (VCC), and various tax exemption schemes (13O and 13U)
  • Know how to establish and operate sub-fund under a VCC
  • Good knowledge in estate planning, trust establishment, and wealth management industry
  • Ability to conduct independent research on matters related to taxation, immigration, regulatory requirements
  • Independent and a self-starter

Pay: $6,000 to $12,000 Monthly

To apply for this job please visit www.mycareersfuture.gov.sg.

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