Finance Manager- Family Office

• Client Relationship Management: Build 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 such as cash flow analysis, budgets, financial statements, variance analysis etc.
• 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.
• Preparation of Legal and Regulatory compliance documents such as minutes of the meeting, ESR reports etc., 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 the accountants of clients to ensure that accounts are maintained as per standards required in the UAE.
• Coordination with External Auditors on behalf of the client.
• Team Collaboration: Monitor work done by other members of the Family Office Vertical to deliver seamless service and support to clients. Also, collaborate with cross-functional teams within the organization to leverage resources and expertise in serving client needs effectively.

• Bachelor's degree in finance, Business Administration, or related field; Master's degree or professional certification (e.g., CA ACCA, CPA) preferred.
• Minimum of 4 years of experience in wealth management, financial planning, or related field, with specific experience working with high-net-worth individuals and families.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• Proficiency in Microsoft Office suite and financial management software (e.g., Excel, CRM systems, Zoho, Quickbooks).
• Proven ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.
• Attention to detail and commitment to maintaining the highest standards of accuracy and professionalism.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Antal International