Personal Financial Manager

AHS; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job summary

A reputable real estate organization in the UAE is looking for a highly skilled Personal Financial Manager to manage the personal financial affairs of the Founder CEO. Responsibilities include comprehensive financial planning, investment oversight, and delivering strategic advice to ensure financial well-being. Candidates should have a bachelor's degree in a relevant field, at least 5 years of experience, and strong analytical skills. Competitive compensation and career advancement opportunities are offered.

Benefits

Career Advancement

Competitive Compensation

Work-Life Balance

Qualifications

• Minimum of 5 years of experience in personal or family office.
• Professional certification (CA, CPA, CFA) is an advantage.
• Proven experience with high-net-worth individuals.

Responsibilities

• Prepare detailed financial reports, including cash flow forecasts.
• Maintain accurate financial records and documentation.
• Liaise with private bankers and financial institutions.
• Manage personal assets including real estate and investments.
• Identify financial risks and develop mitigation strategies.
• Build and maintain trust-based relationships.

Skills

Interpersonal skills

Analytical skills

Problem-solving mindset

Communication skills

Negotiation skills

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

Financial management software

MS Office Suite

Job description

AHS, a respected real estate organization, is seeking a highly skilled and experienced Personal Financial Manager to oversee and manage the personal financial affairs of our Founder CEO. The ideal candidate will be responsible for providing comprehensive financial planning, overseeing personal investments, handling personal cash flows and delivering strategic financial advice to ensure the financial well‑being and growth of the Founder CEO’s personal assets.

Responsibilities

• Financial Planning and Advisory: Prepare detailed financial reports, including cash flow forecasts, budget planning, and expense tracking. Advise the promoter on tax optimization strategies, legal compliance, and financial risk management.
• Financial Reporting and Documentation: Maintain accurate and up-to-date financial records and documentation. Prepare and present regular financial reports, highlighting key insights and recommendations. Conduct regular reviews of personal financial statements and net worth analysis.
• Liaison with Private Bankers, Legal and Tax Advisors: Act as the primary point of contact with banks and financial institutions for all personal financial matters. Manage banking transactions, including deposits, withdrawals, credit facilities, and loan negotiations. Ensure compliance with banking requirements and maintain good relationships with key banking contacts. Coordinate with external advisors, including legal counsel, tax consultants, and wealth managers, to ensure compliance and optimize financial planning.
• Asset Management: Maintain a detailed record of personal assets, including real estate, luxury assets, investments, and other properties. Oversee property management, tax optimization, and asset maintenance.
• Risk Management: Identify potential financial risks and develop strategies to mitigate them. Oversee insurance policies and ensure adequate coverage for the Founder CEO’s assets.
• Relationship Management: Build and maintain strong, trust‑based relationships with the Founder CEO. Serve as the primary point of contact for all personal financial matters. Provide exceptional service and support, addressing any financial concerns or inquiries promptly.

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 valued.
• 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.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Commerce, or a related field.
• Professional certification such as CA, CPA, or CFA will be considered an advantage.
• Minimum of 5 years of experience working in personal/family office, or a similar role.
• Proven experience in dealing directly with high‑net‑worth individuals (HNWIs).
• Excellent interpersonal, communication and negotiation skills.
• Strong analytical skills with attention to detail.
• Problem‑solving mindset with the ability to work independently.
• Proficiency in financial management software and MS Office Suite.
• High integrity and discretion in handling confidential financial information.

Please note: Due to the high volume of applications we receive, only shortlisted candidates will be contacted. We appreciate your understanding.