Private Accountant/ Family Office Accountant / Personal Wealth Accountant

Private Accountant / Family Office Accountant / Personal Wealth Accountant

This is a mid-level role ideal for candidates with a background in accounting or banking, who are comfortable handling personal portfolios, real estate income, and coordinating with banks and service providers.

Key Responsibilities:

• Prepare a weekly MIS report summarizing the CEO and family’s personal portfolio, including:
• Mutual Funds, Equities, Fixed Deposits
• Cash and Bank Balances
• Real Estate Investments and Rental Income
• Track and record rental income and utility payments for properties.
• Monitor bank accounts and assist with fund transfers upon approval.
• Maintain organized records of all transactions (digital and physical).
• Post credit card and online payment transactions into the accounting system.
• Perform weekly and monthly bank reconciliations.
• File and manage supporting documents for all payments.
• Handle original property and investment documents with confidentiality.
• Coordinate with bank relationship managers regarding investments.
• Schedule and attend portfolio review meetings with banks and the CEO.
• Liaise with the main accounts department for transaction updates.
• Communicate with real estate agents for rent collection and property matters.
• Assist with travel bookings (air tickets, hotels) as needed.
• Ensure compliance with TDS and GST regulations related to rental income and personal financial transactions.

Candidate Qualifications:

• Education: Bachelor’s degree in Commerce, Accounting, or a related field.
• Experience: 3 to 5 years of experience in accounting, banking, or finance-related roles.
• Skills Required:
• Basic understanding of stock markets, mutual funds, and real estate.
• Proficiency in MS Excel and basic accounting software.
• Good organizational and communication skills.
• Ability to maintain confidentiality and handle sensitive information.
• Preferred Attributes:
• Candidates from a North background (male or female) are preferred for cultural alignment.
• Prior experience in handling personal or family accounts is an added advantage.
• Should be trustworthy, discreet, and proactive in managing responsibilities.

Job Types: Full-time, Permanent

Pay: QAR3,000.00 - QAR4,000.00 per month