Relationship Manager/Senior Manager - External Asset Manager (JN -092024-6539724) United Arab Emirates
- Financial Planning: Developing comprehensive financial plans tailored to individual clients' goals, risk tolerance, and time horizon.
- Investment Management: Selecting and managing investment portfolios, including stocks, bonds, mutual funds, and alternative investments.
- Risk Management: Assessing and mitigating risks associated with clients' investments, such as market volatility, currency fluctuations, and geopolitical events.
- Tax Planning: Providing guidance on tax-efficient investment strategies to minimize tax liabilities and maximize after-tax returns.
- Estate Planning: Assisting clients in planning for their financial future, including estate distribution, inheritance taxes, and trusts.