Client Relationship Management: Build and maintain strong relationships with clients addressing their inquiries and concerns in a timely and professional manner.
Financial Planning and Analysis: Support the Senior Manager in conducting financial analysis and preparing reports for clients such as cash flow analysis, budgets, financial statements, variance analysis etc.
Administrative Support: Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up, maintain accurate and up-to-date client records, documentation, and correspondence.
Preparation of Legal and Regulatory compliance documents such as minutes of the meeting, ESR reports etc., as required.
Process Improvement: Identify opportunities to streamline workflows and enhance operational efficiency within the family office, contribute to the development and implementation of best practices and standard operating procedures.
Internal audits: Supervise the accountants of clients to ensure that accounts are maintained as per standards required in the UAE.
Coordination with External Auditors on behalf of the client.
Team Collaboration: Monitor work done by other members of the Family Office Vertical to deliver seamless service and support to clients. Also, collaborate with cross-functional teams within the organization to leverage resources and expertise in serving client needs effectively.
Requirements
Bachelor’s degree in finance, Business Administration, or related field; Master's degree or professional certification (e.g., CA ACCA, CPA) preferred.
Minimum of 4 years of experience in wealth management, financial planning, or related field, with specific experience working with high-net-worth individuals and families.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
Proficiency in Microsoft Office suite and financial management software (e.g., Excel, CRM systems, Zoho, Quickbooks).
Proven ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.
Attention to detail and commitment to maintaining the highest standards of accuracy and professionalism.
Ability to maintain confidentiality and handle sensitive information with discretion.
