الصفحة الرئيسية الإمارات العربية المتحدة Relationship Manager/Senior Manager - External Asset Manager
الصفحة الرئيسية الإمارات العربية المتحدة Relationship Manager/Senior Manager - External Asset Manager
Relationship Manager/Senior Manager - External Asset Manager
تفاصيل الوظيفة
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.Responsibilities: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.Minimum Requirements: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.
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الشركة المعلنة عن الوظيفة
Confidential
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KYC - Know Your Customer Course Line88 درهم
1,690 درهممدة الدورة التدريبية: Upto 4 Hours -
Customer Relationship Manager Diploma City of London College of Economics731 درهممدة الدورة التدريبية: Upto 50 Hours
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