Description

1. Single Family Office
2. Excellent Exposure

Our client is a private, institutional-quality single-family office dedicated to preserving and growing the wealth of a single family across generations. The office manages a diversified global portfolio with a long-term investment horizon, rooted in strong values, privacy, and philanthropic goals. We are seeking a sophisticated, highly strategic, and values-driven Chief Investment Officer (CIO) to lead the investment function.

Position Overview

The CIO will oversight of the family's investment strategy, asset allocation, and portfolio management. As a trusted advisor to the family, to design and execute an investment framework that aligns with the family's risk tolerance, liquidity needs, and multi-generational objectives. This role requires an experienced executive who balances institutional investment rigor with the high-touch, discreet nature of a family office environment.

Key Responsibilities

1. Investment Strategy & Allocation: Develop, implement, and rebalance the global macro asset allocation strategy across public equities, fixed income, private equity, venture capital, real estate, and hedge funds.
2. Manager Selection & Due Diligence: Identify, evaluate, and monitor external asset managers, direct investment opportunities, and co-investments.
3. Risk Management: Establish comprehensive risk management frameworks to mitigate portfolio volatility, market risk, and liquidity constraints.
4. Family Governance & Reporting: Present clear, sophisticated portfolio performance reports and market outlooks to the Board.
5. Partnership & Collaboration: Work closely with the CEO, tax advisors, legal counsel, and estate planners to ensure investment strategies are optimized for tax efficiency and generational wealth transfer.

Experience and Qualifications

1. Minimum of 15+ years of progressive investment experience, with experience within a substantial single-family office, multi-family office, endowment, foundation, or institutional asset manager.
2. Bachelor's degree in Finance, Economics, or a related field required. MBA and/or CFA charter holder highly preferred.
3. Proven success across multi-asset class investing.
4. Excellent command of English and Chinese
5. Absolute discretion, impeccable integrity and sound communication skills to translate complex financial concepts into actionable insights for family members.

Interested applicants should send a detailed resume to Michelle Ho by email to mho@ric.com.hk quoting reference eFC3671 .

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)