Personal Financial Manager
- AHS
- Dubai - United Arab Emirates
- Full-time
وصف الوظيفة
AHS, a respected real estate organization, we are seeking a highly skilled and experienced Personal Financial Manager to oversee and manage the personal financial affairs of a high-profile businessperson. The ideal candidate will be responsible for providing comprehensive financial planning, investment management, and strategic advice to ensure the financial well-being and growth of the client's personal assets.
Responsibilities
- Financial Planning and Analysis:
- Develop and implement personalized financial plans based on the client's goals, risk tolerance, and financial situation.
- Conduct regular financial reviews and provide detailed reports on the client's financial status, including cash flow, budgeting, and forecasting.
- Investment Management:
- Manage and monitor the client's investment portfolio, ensuring alignment with their financial objectives and risk tolerance.
- Conduct thorough market research and analysis to identify investment opportunities and make informed recommendations.
- Collaborate with external financial advisors and investment managers to optimize portfolio performance.
- Tax Planning and Compliance:
- Develop and implement tax-efficient strategies to minimize the client's tax liabilities.
- Ensure compliance with all relevant tax laws and regulations, and coordinate with tax professionals for accurate and timely filing of tax returns.
- Risk Management:
- Identify potential financial risks and develop strategies to mitigate them.
- Oversee insurance policies and ensure adequate coverage for the client's assets and liabilities.
- Financial Reporting and Documentation:
- Maintain accurate and up-to-date financial records and documentation.
- Prepare and present regular financial reports to the client, highlighting key insights and recommendations.
- Client Relationship Management:
- Serve as the primary point of contact for all personal financial matters.
- Build and maintain strong, trust-based relationships with the client and their family members.
- Provide exceptional service and support, addressing any financial concerns or inquiries promptly.
إمتيازات الوظيفة
- Why Join AHS?
- Innovative Environment: Be part of a forward-thinking company that embraces innovation and creativity in the luxury real estate market.
- Career Advancement: Enjoy opportunities for professional growth and development, with a clear path for career progression.
- Collaborative Culture: Join a team-oriented environment where collaboration and mutual support are highly
- Competitive Compensation: Receive a competitive salary and benefits package that rewards your hard work and dedication.
- Work-Life Balance: Enjoy a supportive work environment that values work-life balance and employee well-being.
- Please Note: Due to the high volume of applications we receive, only shortlisted candidates will be contacted. We appreciate your understanding.
متطلبات الوظيفة
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Proven experience as a Personal Financial Manager or similar role
- Strong understanding of financial planning, investment strategies, and market analysis
- Certification as a Financial Planner (CFP) or similar credential is preferred
- Excellent interpersonal and communication skills, with the ability to build rapport with clients
- Strong analytical skills with attention to detail
- Ability to work independently and manage multiple client accounts
- Commitment to maintaining confidentiality and ethical standards in all client interactions
- Proficiency in financial planning software and Microsoft Office Suite
