Job offer: Relationship Manager/Senior Manager - External Asset Manager


Announced
18/10/20245 days ago
Job Status
Full Time
Job Type
Employee
Expiration Date
18/02/2025 118 days left
Job Category
Reference Number
JN-092024-6539724
Job Title
Relationship Manager/Senior Manager - External Asset Manager
Job Presentation

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.


  • 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.




  • 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.




How to Apply

Kindly use the following link to apply for this job:
JOB BY
Michael Page
Office No.202, Al Fattan Currency House Tower -1, Dubai International Financial Centre (DIFC), PO Box 506702 Dubai, United Arab Emirates
  +971 4 709 0300

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