Announced
18/10/20243 month(s) ago
Job Status
Full Time
Job Type
Employee
Expiration Date
18/02/2025 57 days left
Job Category
Reference Number
JN-092024-6539724
Job Title
Relationship Manager/Senior Manager - External Asset ManagerJob 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.
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
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+971 4 709 0300
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