Job Title- Service RM, Family Office
Location- Business Bay,Dubai
Employment Type- Full-Time
Reporting To- Investment Team, Family Office
Role Overvie
wThe Service Relationship Manager will support the operational and service requirements of the family office. The role involves managing back-office operations, coordinating with investment and banking partners, and ensuring seamless execution of financial, compliance, and administrative activities
.
Preferences and Eligibili
- tyCandidates currently based in Dub
- aiImmediate joiners or candidates with a notice period of up to 1 mon
- thPrior experience in operations for a family office is preferr
- edAlternatively, experience in wealth management firms with exposure to private ban
- ksStrong operational, coordination, and service management skil
- lsHigh level of discretion, accuracy, and attention to deta
il
Key Responsibilit
iesFinancial and Service Operati
- onsMaintain and update records related to investments, bank accounts, income, and expenditu
- resCoordinate with private banks, wealth managers, accountants, and external advis
- orsFacilitate payments, fund transfers, and account reconciliati
onsOperational and Compliance Supp
- ortHandle documentation, KYC, and compliance requireme
- ntsPrepare summaries and reports on family office activities and holdi
- ngsUpdate MIS on a daily basis and submit weekly reports to the investment t
- eamManage relationships, contracts, bill payments, and service schedules with external adviso
rs.Investment Supp
- ortMaintain records for investments across asset classes including equities, real estate, startups, and alternative investme
- ntsTrack investment performance, payouts, and capital ca
- llsCoordinate communication and documentation with investment advisors and fund manag
ersAdministrative Responsibilit
- iesMaintain organized physical and digital filing systems for personal and business docume
- ntsEnsure confidentiality and accuracy in handling sensitive informati
on.
Key Sk
- illsStrong organizational and coordination sk
- illsKnowledge of family office or wealth management operat
- ionsFamiliarity with private banking proce
- ssesProficiency in MIS and repor
- tingExcellent communication and follow-up ski
lls.
