Executive - Private Office

JAZAL HOLDING

Abu Dhabi, Dubai

On-site

AED 600,000 - 1,200,000

Full time

4 days ago
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Job summary

JAZAL HOLDING seeks an executive wealth portfolio manager to oversee private accounts, budgets, cash flow, and reporting within a trusted family-office setting in the UAE. You will coordinate with banks, brokers, and advisers to manage investments and real estate portfolios, ensuring strict confidentiality and high standards of professionalism.

You will lead reporting, financial controls, and leasing activities while liaising with accountants, lawyers, and service providers.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, Real Estate, or a related field.
  • Minimum 3-5 years of experience in family/private office, wealth management, accounting, or real-estate portfolio management.
  • Strong knowledge of banking, investments, portfolio reporting, financial controls, leasing, and property management.
  • Proven experience managing confidential financial and property matters.
  • UAE experience is strongly preferred.
  • Advanced Excel, financial-analysis, reporting, organization, and communication skills.
  • Exceptional integrity, discretion, maturity, and attention to detail.
  • Executive position of trust requiring the highest standards of professionalism and confidentiality.

Responsibilities

  • Manage personal accounts budgets expenses cash flow and reporting
  • Handle day-to-day banking requirements and coordinate with private banks
  • Monitor investments and prepare consolidated wealth and portfolio reports
  • Coordinate approved investment transactions with banks brokers fund managers and professional advisers
  • Manage privately owned real-estate investments and performance reporting
  • Oversee leasing tenant relations rent collection lease renewals vacancies maintenance and property managers
  • Evaluate potential property investments and prepare yield cash-flow and return analyses
  • Liaise with accountants auditors lawyers investment advisers brokers insurers and other service providers
  • Manage confidential correspondence appointments records documentation and general private-office administration
  • Maintain strong financial controls accurate records and complete confidentiality

Skills

Budgeting
Cash flow management
Financial reporting
Private banking
Wealth management
Portfolio analysis
Discretion & integrity

Education

Bachelor's degree in Finance or related field

Tools

Advanced Excel

Job description

Key Responsibilities
  • Manage personal accounts budgets expenses cash flow and reporting
  • Handle day-to-day banking requirements and coordinate with private banks
  • Monitor investments and prepare consolidated wealth and portfolio reports
  • Coordinate approved investment transactions with banks brokers fund managers and professional advisers
  • Manage privately owned real-estate investments and performance reporting
  • Oversee leasing tenant relations rent collection lease renewals vacancies maintenance and property managers
  • Evaluate potential property investments and prepare yield cash-flow and return analyses
  • Liaise with accountants auditors lawyers investment advisers brokers insurers and other service providers
  • Manage confidential correspondence appointments records documentation and general private-office administration
  • Maintain strong financial controls accurate records and complete confidentiality
Ideal Candidate
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, Real Estate, or a related field
  • Minimum 3-5 years of relevant experience in a family office, private office, private banking, wealth management, accounting, investment management, or real-estate portfolio management
  • Strong knowledge of banking, investments, portfolio reporting, financial controls, leasing, and property management
  • Proven experience managing confidential financial and property matters
  • Previous UAE experience is strongly preferred
  • Advanced Excel, financial-analysis, reporting, organization, and communication skills
  • Exceptional integrity, discretion, maturity, and attention to detail are essential

This is an executive position of trust requiring the highest standards of professionalism and confidentiality.

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