In this role you would help clients (Family offices, HNWI, UHNWI) achieve their long-term financial goals by creating personalised investment strategies, managing their portfolios, and offering guidance on tax planning, estate planning, and risk management.

Client Details

The client is a growing EAM (External Asset Manager) in the GCC region working with family offices, HNI and UHNIs. They are DFSA registered and are based out of DIFC, Dubai.

Description


Financial Planning: Developing comprehensive financial plans tailored to individual clients' goals, risk tolerance, and time horizon.Investment Management: Selecting and managing investment portfolios, including stocks, bonds, mutual funds, and alternative investments.Risk Management: Assessing and mitigating risks associated with clients' investments, such as market volatility, currency fluctuations, and geopolitical events.Tax Planning: Providing guidance on tax-efficient investment strategies to minimize tax liabilities and maximize after-tax returns.Estate Planning: Assisting clients in planning for their financial future, including estate distribution, inheritance taxes, and trusts.




Profile


Proven Experience: 4+ years of experience in the GCC region working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and family offices.Portfolio Management: Demonstrated ability to manage investment portfolios valued at $20 million or more, across multiple asset classes, including equities, fixed income, and alternative investments.Private Banking Background: Preferred experience in private banking, providing a deep understanding of the unique needs and expectations of wealthy clients.Strong Educational Foundation: Advanced degree in finance, economics, or a related field, showcasing strong analytical and problem-solving skills.Client-Centric Approach: Proven ability to build strong relationships with clients, understand their financial goals, and provide personalized advice and guidance.




Job Offer
Tap into the region's growing wealth and expanding investment opportunities, offering significant career growth and higher earning potential

Skills

Private Banking, Wealth Management, Investment Advisory, Relationship Management, HNW, UHNW, HNI, UHNI, HNWI, UHNWI, Family Office