Financial Services Professional
4 days ago
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with clients, addressing their inquiries and concerns in a timely and professional manner.
- Financial Planning and Analysis: Support the Senior Manager in conducting financial analysis and preparing reports for clients, including cash flow analysis, budgets, financial statements, and variance analysis.
- Administrative Support: Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up, maintain accurate and up-to-date client records, documentation, and correspondence.
- Compliance and Regulatory: Prepare legal and regulatory compliance documents, such as minutes of meetings and ESR reports, as required.
- Process Improvement: Identify opportunities to streamline workflows and enhance operational efficiency within the family office, contribute to the development and implementation of best practices and standard operating procedures.
- Internal Audits: Supervise accountants to ensure accounts are maintained as per standards required in the UAE.
- Team Collaboration: Monitor work done by other members of the Family Office Vertical to deliver seamless service and support to clients, collaborate with cross-functional teams within the organization to leverage resources and expertise in serving client needs effectively.
About the Role: As a key member of the Antal International team, you will be responsible for providing exceptional client service, managing client relationships, and supporting the Senior Manager in financial planning and analysis.
Requirements: To be successful in this role, you will need to have excellent communication and interpersonal skills, a strong understanding of financial planning and analysis, and the ability to work effectively in a team environment.
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