Private Wealth & Real Estate Executive

Confidential Company

Abu Dhabi, Dubai

On-site

AED 400,000 - 660,000

Full time

12 days ago
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Job summary

Confidential Company is seeking an experienced executive to lead private wealth and family office activities in Abu Dhabi. The role requires handling budgets, banking coordination, and investment reporting for high‑net‑worth clients.

You will oversee real estate portfolios, leasing management, and relations with banks, brokers, and advisers, ensuring confidentiality and high integrity at all times.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Real Estate, or a related field.
  • 3–5 years of relevant experience in family office/private banking/wealth 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.

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 advisers.
  • Manage privately owned real estate investments and performance reporting.
  • Oversee leasing, tenant relations, rent collection, renewals and property management.

Skills

Advanced Excel
Financial analysis
Reporting
Communication
Discretion & integrity

Education

Bachelor’s degree in Finance/Accounting/Business/Real Estate

Job description

Confidential Company is seeking an experienced executive to lead private wealth and family office activities in Abu Dhabi. The role requires handling budgets, banking coordination, and investment reporting for high‑net‑worth clients.

You will oversee real estate portfolios, leasing management, and relations with banks, brokers, and advisers, ensuring confidentiality and high integrity at all times.

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