Family Office manager
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
We’re looking for someone who has worked closely with Relationship Managers / Private Bankers and helped them build client portfolios. This is not a sales-heavy RM role and not a pure trading role.
Key Skills for This Role
Full Job Posting
Overview
We’re looking for someone who has worked closely with
Relationship Managers And Private Bankers
- and helped them build
- client portfolios
- .
- This is
- not a sales-heavy RM role
- and not a pure trading role.
- The person should know how to create portfolios for clients based on:
- ✅ Risk profile
- ✅ Asset allocation
- ✅ Investment goals
- ✅ Product suitability
- ✅ Market view
- ✅ Portfolio reviews
- Ideal background:
- Wealth Management / Private Banking / Family Office / Investment Advisory
- Experience supporting RMs with portfolio proposals and recommendations
- Strong understanding of mutual funds, PMS, AIFs, bonds, equities, ETFs, structured products, etc.
- Crypto understanding is important — should follow or personally explore crypto as an asset class
- Basic trading knowledge is good, but the role is more about
- portfolio construction
- This role is ideal for someone who sits between
- investment strategy, wealth advisory, and product
- , and can help build smart portfolios inside a trading / investment app.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at iKonsult Recruitment Solutions
Wealth Portfolio builder
Abu Dhabi, UAE
This is not a sales-heavy RM role and not a pure trading role The person should know how to create portfolios for clients based on: ✅ Risk profile ✅ Asset allocation ✅ Investment goals ✅ Product suitability ✅ Market view
Junior Web Developer
Dubai, UAE
Konsult Recruitment Solutions is hiring for the following positions in Dubai: Web Developer 📍 Dubai, UAE 🧑 💻 Experience: 1–3 Years What we're looking for: ✔ Experience building and managing fully functional websites ✔
Partnerships-Cross Border payment
Abu Dhabi, UAE
🚨 Hiring: Business Development Manager – Cross-Border Payments 📍 Remote (India / UAE) Looking for professionals with 3+ years of experience in Payments, Remittance, Fintech, Crypto, or Stablecoins. Strong understanding
Senior Accounting Manager
Dubai, UAE
💼 Open Roles • Senior Accountant • Account Officer 📍 Locations & Key Requirements 📍 Dubai → Strong experience in Transfer Pricing → Exposure to intercompany transactions / cross-border structures 📍 Oman → Expertise i