Key Responsibilities
- Manage and monitor day-to-day financial activities, including banking transactions, account balances, fund transfers, payments, and financial documentation.
- Coordinate with banks, private banking institutions, wealth managers, and financial advisors regarding account management, investment activities, and financial requirements.
- Maintain accurate records of company investments, financial assets, income, expenses, and related transactions across multiple entities.
- Prepare financial reports, cash flow statements, account summaries, and investment performance updates for CEO review.
- Monitor investment portfolios, financial products, returns, maturities, and upcoming financial commitments, providing timely updates to management.
- Support the CEO in evaluating investment opportunities by preparing financial analyses, comparative reports, and supporting documentation.
- Assist in managing financial arrangements and banking requirements relating to family-owned businesses and investment entities.
- Conduct bank reconciliations, review financial transactions, and identify discrepancies to ensure accurate financial records.
- Monitor receivables, payables, payment schedules, and outstanding financial obligations to support effective cash flow management.
- Coordinate with accountants, auditors, financial consultants, and external advisors regarding financial reporting, compliance, and documentation.
- Assist in preparing budgets, financial forecasts, expenditure analyses, and financial planning reports.
- Maintain and organize confidential financial records, bank statements, investment agreements, contracts, and supporting documents.
- Review financial performance, identify potential risks or irregularities, and provide recommendations to improve financial efficiency.
- Ensure financial activities and documentation comply with company policies, applicable UAE regulations, and relevant financial reporting requirements.
- Conduct financial research on banking products, investment opportunities, market developments, and wealth management practices as requested by the CEO.
- Prepare presentations, financial summaries, and management reports to support strategic and investment-related decisions.
- Coordinate financial requirements and transactions across the company's associated businesses and investment entities.
- Follow up with banks, financial institutions, and relevant stakeholders to ensure timely completion of pending financial matters.
- Provide direct financial and administrative support to the CEO, ensuring accuracy, confidentiality, and timely execution of assigned responsibilities.
Skills & Qualifications Bachelor's degree in Accounting or Finance is mandatory.
* Minimum 2–5 years of professional experience,* preferably within banks, private banking institutions, wealth management firms, family offices, or family-owned investment businesses.
* Previous experience in private banking, wealth management, investment administration, or financial account management is highly preferred.
* Strong understanding of banking operations, financial products, investment accounts, and wealth management principles.
* Experience working with high-net-worth clients, private investors, family businesses, or senior executives is an advantage.
* Good knowledge of financial accounting, bank reconciliations, cash flow management, and financial reporting.
* Ability to analyze financial statements, investment performance, financial transactions, and account activities.
* Familiarity with investment portfolios, fixed deposits, banking facilities, and financial instruments.
* Strong knowledge of UAE banking practices, financial regulations, and financial documentation requirements.
* Advanced proficiency in Microsoft Excel, including financial analysis, reporting, reconciliations, and financial modeling.
* Familiarity with accounting software, banking platforms, and financial management systems.
* Excellent numerical, analytical, and problem-solving skills.
* Strong communication and interpersonal skills, with the ability to coordinate professionally with banks, financial institutions, and senior management.
* Excellent organizational and time-management skills, with the ability to manage multiple financial accounts and priorities.
