Relationship Manager/Senior Manager - External Asset Manager

Job description / Role

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.


Client Details

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.


Description

* 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.


Job Offer

* Tap into the region's growing wealth and expanding investment opportunities, offering significant career growth and higher earning potential

* 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.

About the Company

Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.

The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of:

Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal

The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.