Job title: Relationship Manager/Senior Manager – External Asset Manager
Company: Michael Page
Job description: 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.
- 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.
Opportunity to be a part of a grwoing EAM in the GCC region|Potential to earn higher commissions with a lucrative incentive scheme
- 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.
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.
- Tap into the region’s growing wealth and expanding investment opportunities, offering significant career growth and higher earning potential
Expected salary: 20000 – 21000 per month
Location: United Arab Emirates
Job date: Fri, 20 Sep 2024 22:50:29 GMT
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