Asset Manager

Roles and responsibilities

• Financial Planning: Developing comprehensive financial plans tailored to individual clients' goals, risk tolerance, and time horizon.
• Investment Management: Selecting and managing investment portfolios, including stocks, bonds, mutual funds, and alternative investments.
• Risk Management: Assessing and mitigating risks associated with clients' investments, such as market volatility, currency fluctuations, and geopolitical events.
• Tax Planning: Providing guidance on tax-efficient investment strategies to minimize tax liabilities and maximize after-tax returns.
• Estate Planning: Assisting clients in planning for their financial future, including estate distribution, inheritance taxes, and trusts.
  
  

The Successful Applicant

• Proven Experience: 4+ years of experience in the GCC region working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and family offices.
• Portfolio Management: Demonstrated ability to manage investment portfolios valued at $20 million or more, across multiple asset classes, including equities, fixed income, and alternative investments.
• Private Banking Background: Preferred experience in private banking, providing a deep understanding of the unique needs and expectations of wealthy clients.
• Strong Educational Foundation: Advanced degree in finance, economics, or a related field, showcasing strong analytical and problem-solving skills.
• Client-Centric Approach: Proven ability to build strong relationships with clients, understand their financial goals, and provide personalized advice and guidance.
  

What's On Offer

• Tap into the region's growing wealth and expanding investment opportunities, offering significant career growth and higher earning potential

Desired candidate profile

1. Portfolio Management: Overseeing a diverse portfolio of assets, including financial investments, real estate, or other holdings, to achieve optimal performance.

2. Investment Strategy Development: Creating and implementing investment strategies that align with the organization’s objectives and risk tolerance.

3. Market Analysis: Conducting thorough market research and analysis to identify opportunities for investment and growth.

4. Performance Monitoring: Regularly assessing the performance of assets, analyzing returns, and making recommendations for adjustments as needed.

5. Risk Management: Identifying potential risks associated with assets and developing strategies to mitigate them.

6. Financial Reporting: Preparing detailed reports on asset performance, including metrics, trends, and forecasts, for stakeholders and senior management.

7. Stakeholder Communication: Maintaining clear and ongoing communication with stakeholders, including investors, clients, and internal teams, regarding asset performance and strategy.

8. Due Diligence: Conducting due diligence on potential investments, including financial analysis, property inspections, and market assessments.

9. Negotiation: Managing negotiations for acquisitions, sales, leases, or contracts related to assets.

10. Regulatory Compliance: Ensuring that all asset management activities comply with relevant regulations and industry standards.

Key Skills:

1. Analytical Skills: Strong ability to analyze financial data, market trends, and investment performance to make informed decisions.

2. Financial Acumen: Proficiency in financial modeling, valuation techniques, and investment analysis.

3. Market Knowledge: Deep understanding of the market dynamics relevant to the assets being managed (e.g., real estate, stocks, bonds).

4. Communication Skills: Excellent verbal and written communication abilities to effectively convey complex information to diverse stakeholders.

5. Negotiation Skills: Strong negotiation skills to secure favorable terms in transactions related to asset management.