Senior Manager, Family Office Advisory for AHAM Asset Management Berhad

About the job

We are seeking a highly experienced and client-focused professional to take on the role of Senior Manager, Family Office Advisory. This individual will be responsible for leading and coordinating the setup of Single-Family Offices (SFOs) for our high-net-worth clients under the Securities Commission Malaysia’s SFO scheme.

Acting as the central liaison between clients, our internal sales team, and a network of professional advisors including trust companies, legal and tax consultants, accountants, and real estate specialists—the successful candidate will ensure a seamless and trusted advisory experience. This is a senior position requiring deep expertise in wealth structuring, trust and legacy planning, and HNWI relationship management.

Job Responsibilities:

• Serve as the primary relationship manager and strategic advisor for clients establishing a Single-Family Office (SFO).
• Lead and coordinate the entire SFO setup process, aligning client objectives with suitable structures under the SC Malaysia framework.
• Collaborate with external professionals (trustees, lawyers, tax advisors, accountants, real estate planners) to deliver integrated solutions for clients.
• Act as the key contact point for internal sales teams and ensure they are supported on all SFO-related discussions and initiatives.
• Guide and manage the preparation and submission of necessary documents, licenses, and regulatory filings.
• Develop and maintain in-house best practices, knowledge resources, and training materials to support continuous learning and excellence in SFO advisory.
• Uphold the highest standards of confidentiality, professionalism, and responsiveness in all client engagements.
• Undertake any additional duties and responsibilities as assigned by management.

Job Requirements:

• Bachelor’s degree in law, Finance, Accounting, Estate Planning, or related disciplines. A Master’s degree or professional certifications are highly desirable.
• Minimum 10 years of experience in wealth structuring, trust and fiduciary services, estate planning, private banking or HNWI client advisory.
• Strong understanding of trust structures, succession and legacy planning, tax optimization, and legal frameworks relevant to family offices.
• Familiarity with the Securities Commission Malaysia’s SFO guidelines and other regulatory/tax considerations in structuring a family office.
• Proven track record of managing sophisticated HNWI relationships and working across multi-disciplinary advisory teams.
• Excellent coordination and stakeholder management capabilities.
• High integrity and discretion, with a strong sense of ownership and client service mindset.
• Fluent in English, both written and spoken. Proficiency in Mandarin or other languages is an added advantage.