Wealth Growth & Real Estate Investment Lead

Tanqeeb; Abu Dhabi; On-site; AED 250,000 - 420,000; Full time

Job summary

Tanqeeb in Abu Dhabi seeks a Private Wealth & Investment Executive to support growth of a private wealth portfolio through rigorous investment research and disciplined financial analysis.

The role covers real estate, equities, funds, and fixed income, with responsibilities including preparing investment proposals, conducting due diligence, monitoring performance, and delivering monthly wealth reports to the owner. Strong Excel skills and real estate exposure are highly valued.

Qualifications

• Approximately 3–5 years of relevant experience in investment analysis, wealth management support, financial analysis, or real estate investment.
• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• Strong Excel, financial modelling, cash-flow forecasting, and investment appraisal skills.
• Familiarity with UAE and international investment markets and practical exposure to property leasing or management.
• Strong organisation, negotiation, follow-up, and communication skills.

Responsibilities

• Research investment opportunities across real estate, equities, funds, fixed income, and selected business ventures, based on the owner’s objectives.
• Prepare clear investment proposals comparing potential returns, risks, fees, liquidity, and exit options.
• Support due diligence by checking financial information, assumptions, counterparties, and supporting documents.
• Monitor existing investments and highlight underperformance, emerging risks, and opportunities for improvement.
• Maintain a consolidated record of assets, liabilities, income, expenses, and available cash to support investment decisions.
• Coordinate with banks, brokers, qualified investment advisers, and accountants to obtain information and evaluate proposals.
• Present a monthly wealth report with portfolio performance, cash-flow forecasts, and prioritised recommendations for the owner’s approval.

Skills

Investment analysis

Wealth management

Financial modelling

Cash-flow forecasting

Property leasing

Education

Bachelor's degree in finance/economics/business

Tools

Excel

Financial Modelling

Job description

Tanqeeb in Abu Dhabi seeks a Private Wealth & Investment Executive to support growth of a private wealth portfolio through rigorous investment research and disciplined financial analysis.

The role covers real estate, equities, funds, and fixed income, with responsibilities including preparing investment proposals, conducting due diligence, monitoring performance, and delivering monthly wealth reports to the owner. Strong Excel skills and real estate exposure are highly valued.