Family Office Manager

Role Overview

This opportunity is for a finance professional who has experience working alongside Relationship Managers or Private Bankers and supporting them in developing client portfolios. The position is not centered on direct sales and is also not a pure trading function. Instead, it focuses on designing investment portfolios and offering informed portfolio support within a wealth or investment setting.

Core Focus

The successful candidate should be capable of building client portfolios using factors such as risk profile, asset allocation, investment objectives, product fit, market outlook, and periodic portfolio review. The role sits at the intersection of investment strategy, wealth advisory, and product support, with a strong emphasis on thoughtful portfolio construction.

Background Sought

• Prior experience in Wealth Management, Private Banking, Family Office services, or Investment Advisory.
• Hands-on exposure to supporting Relationship Managers with portfolio proposals and recommendations.
• Solid knowledge of mutual funds, PMS, AIFs, bonds, equities, ETFs, structured products, and similar investment instruments.
• Understanding of crypto as an asset class is important, including keeping track of the space or exploring it independently.
• Basic trading knowledge is useful, but the main responsibility is portfolio building rather than active trading.

Ideal Contribution

This role would suit someone who can help construct smart investment portfolios inside a trading or investment application and who is comfortable bridging the gap between product, investment thinking, and wealth advisory support.

Additional Notes

This is a full-time, onsite position based in Dubai, United Arab Emirates.

Compensation

No salary or stipend information was provided.