Personal Affairs & Investment Coordinator

Personal Affairs & Investment Coordinator

Are you a strategic problem solver who thrives on managing complex financial and business affairs?

This role goes beyond traditional assistance—it requires someone who can simplify complex affairs, build processes, optimise workflows, and drive execution. The ideal candidate will take a proactive, strategic approach, treating this position as if they are coordinating the operations of an investment trust rather than just assisting an individual.

This role involves working closely with a trusted finance advisor, external stakeholders, and various service providers. As a key member of this private office, the right candidate will be highly adaptable, solutions-focused, and committed to delivering results.

Key Responsibilities

1. Business & Investment Support

• Streamline and optimise internal business operations—implementing tools, automating tasks, and establishing clear processes.
• Ensure all business and financial affairs operate with structure and efficiency, proactively solving issues before they arise.

2. Personal & Financial Affairs

• Develop and maintain systems and procedures for managing personal financial affairs, household management, and assets.
• Oversee property investments, including:
  • Investment builds: Construction coordination, project management, permit approvals, budget vs actuals, furnishing.
  • Home Renovation: Budgeting, contractor management, timeline tracking.
  • Additional Land Purchase: Market research, due diligence.

3. Travel & Lifestyle Management

• Design and execute family travel, from budgeting and bookings to itinerary management.
• Optimise travel planning, accommodation bookings, and expense tracking for both business and personal trips.

Key Attributes & Qualifications

1. High Business Acumen & Strategic Thinking

• Ability to approach complex affairs with a company-mindset, optimizing systems and workflows.
• Strong financial literacy, capable of tracking expenses, and liaising with financial advisors.
• Problem-solving mindset—proactively identifying inefficiencies and implementing structured solutions.

2. Execution, Accountability & Persistence

• Results-driven—committed to ensuring all tasks align with long-term objectives and 3-5 year plan.
• Highly self-motivated with a strong sense of accountability, ensuring nothing slips through the cracks.
• Absolute persistence—able to push through challenges and drive execution.

3. Tech-Savvy & Process-Oriented

• Comfortable with implementing technology and automation (in particular AI) tools to enhance productivity.
• Strong organisational skills—developing procedures, checklists, and templates for long-term efficiency.
• Adaptable to new tools, systems, and best practices in productivity, automation, and digital management.

Ideal Candidate

Strong financial literacy (budgeting, investment tracking, liaising with advisors).
Process-oriented & tech-savvy (AI tools, automation, workflow optimization).
Results-driven & accountable (committed to long-term success).
Trustworthy & highly professional (confidentiality is key).
Fluent in English (spoken & written).
Willingness to travel internationally as required.

Why Join Us?

Competitive salary & performance bonuses (based on execution & success).
Career growth – Work closely with entrepreneur and finance experts.
Remote flexibility – Work from anywhere.

How to Apply

• Submit your CV & a cover letter detailing why you’re the perfect fit.
• Highlight any experience in finance, business operations, or high-net-worth clients.
• Applications without a cover letter will not be considered.