Client Relationship Manager
4 weeks ago
Key Responsibilities:
- Manage client administrative services, ensuring seamless communication and information dissemination to family members.
- Analyze the performance of operating entities and personal investments.
- Serve as a Client Relationship Manager for outside investments, coordinating with counsel, financial advisors, banks, and lenders.
- Oversee foreign reporting entities, specifically real estate, by managing various real estate properties and handling accounting/finance-related matters for each.
- Coordinate matters related to estate planning and wealth transition, including direct communication with clients and their advisers.
- Assist the client in maintaining books and records for various entities, prepare/reviewing bank reconciliations, monthly cash flow reports, and financial statements. Ensure adherence to policies and procedures for the cash management department.
- Facilitate the selection of living arrangements for senior family members considering tax planning, children's residency, and safety.
- Address documentation requirements, including citizenship, residency permits, and permanent residency.
- Oversee aspects of lifestyle planning related to health, education, and travel.
Preferred Qualifications:
- At least 3-4 years of Relationship Manager experience, preferably in real estate, banking or family office company.
- Strong analytical and project management skills.
- Familiarity with alternative investments and portfolio management.
- Excellent communication and interpersonal skills.
- Ability to collaborate with various stakeholders, including clients, advisers, and internal teams.
**Salary**: AED10,000.00 - AED15,000.00 per month
Application Question(s):
- Do you have experience in handling luxury/top-notch clients/customers?
**Experience**:
- client handling: 3 years (required)
**Language**:
- Russian/French/English/Italian (required)
Ability to Commute:
- Dubai (required)
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