wealth and asset management consultant

JPMorganChase

<div><b>JOB DESCRIPTION</b><div><br>
<div><div><div><div><p>J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.</p>
<p>As an analyst in the Securities Based Lending Team at JP Morgan's Asset and Wealth Management Credit Middle Office, you will support client credit needs by evaluating asset portfolios for lines of credit, focusing on creditworthiness and collateral analysis. Responsibilities include annual credit line reviews, client data analysis, and accurate loan documentation preparation.</p>
<p>Job Responsibilities:</p>
<ul><li>Prepare the analysis of a client prior to underwriting, including pulling client credit and generating a collateral analysis.</li>
<li>Review lines of credit annually and build recommendations for renewal or modification.</li>
<li>Analyze client data across multiple systems and conduct preliminary reviews for credit criteria.</li>
<li>Review and prepare loan documentation with high accuracy.</li>
<li>Ensure documentation consistency with federal and local regulations.</li>
<li>Develop an understanding of the Underwriting process to grow into a Lender role.</li>
<li>Collaborate with business partners to enhance process efficiency.</li>
</ul><p>Required qualifications, skills, and capabilities:</p>
<ul><li>Minimum of 6 months of experience with Underwriting, Credit Risk, and/or Collateral Valuation.</li>
<li>Bachelor&rsquo;s degree in Finance, Economics, or a related field.</li>
<li>Working knowledge of financial markets and asset vehicles like Mutual Funds, Equities, and Fixed Income.</li>
<li>Strong interpersonal skills, especially with business partners.</li>
</ul><p>Preferred qualifications, skills, and capabilities:</p>
<ul><li>Intermediate Microsoft Office skills, particularly Excel, Word, and SharePoint.</li>
<li>Strong understanding of controls for an error-free environment.</li>
<li>Ability to review processes and recommend improvements.</li>
<li>Excellent communication skills with various organizational levels.</li>
</ul></div></div></div></div></div><b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Credit Risk - Operations Analyst

<div><b>JOB DESCRIPTION</b><p><br>
J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.</p><p>
As an analyst in the Securities Based Lending Team at JP Morgan's Asset and Wealth Management Credit Middle Office, you will support client credit needs by evaluating asset portfolios for lines of credit, focusing on creditworthiness and collateral analysis. Responsibilities include annual credit line reviews, client data analysis, and accurate loan documentation preparation.</p><p>
Job Responsibilities:</p><ul>
<li>Prepare the analysis of a client prior to underwriting, including pulling client credit and generating a collateral analysis.</li>
<li>Review lines of credit annually and build recommendations for renewal or modification.</li>
<li>Analyze client data across multiple systems and conduct preliminary reviews for credit criteria.</li>
<li>Review and prepare loan documentation with high accuracy.</li>
<li>Ensure documentation consistency with federal and local regulations.</li>
<li>Develop an understanding of the Underwriting process to grow into a Lender role.</li>
<li>Collaborate with business partners to enhance process efficiency.</li></ul><p>
Required qualifications, skills, and capabilities:</p><ul>
<li>Minimum of 2 years of experience with Underwriting, Credit Risk, and/or Collateral Valuation.</li>
<li>Bachelor&rsquo;s degree in Finance, Economics, or a related field.</li>
<li>Working knowledge of financial markets and asset vehicles like Mutual Funds, Equities, and Fixed Income.</li>
<li>Strong interpersonal skills, especially with business partners.</li></ul><p>
Preferred qualifications, skills, and capabilities:</p><ul>
<li>Intermediate Microsoft Office skills, particularly Excel, Word, and SharePoint.</li>
<li>Strong understanding of controls for an error-free environment.</li>
<li>Ability to review processes and recommend improvements.</li>
<li>Excellent communication skills with various organizational levels.</li></ul>
<b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Credit Risk - Analyst

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
 <br/>
 <br/>
 As an analyst in the Securities Based Lending Team at JP Morgan's Asset and Wealth Management Credit Middle Office, you will support client credit needs by evaluating asset portfolios for lines of credit, focusing on creditworthiness and collateral analysis. Responsibilities include annual credit line reviews, client data analysis, and accurate loan documentation preparation.
 <br/>
 <br/>
 <strong>
  Job Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prepare the analysis of a client prior to underwriting, including pulling client credit and generating a collateral analysis.
  </li>
  <li>
   Review lines of credit annually and build recommendations for renewal or modification.
  </li>
  <li>
   Analyze client data across multiple systems and conduct preliminary reviews for credit criteria.
  </li>
  <li>
   Review and prepare loan documentation with high accuracy.
  </li>
  <li>
   Ensure documentation consistency with federal and local regulations.
  </li>
  <li>
   Develop an understanding of the Underwriting process to grow into a Lender role.
  </li>
  <li>
   Collaborate with business partners to enhance process efficiency.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications, Skills, And Capabilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Minimum of 2 years of experience with Underwriting, Credit Risk, and/or Collateral Valuation.
  </li>
  <li>
   Bachelor&rsquo;s degree in Finance, Economics, or a related field.
  </li>
  <li>
   Working knowledge of financial markets and asset vehicles like Mutual Funds, Equities, and Fixed Income.
  </li>
  <li>
   Strong interpersonal skills, especially with business partners.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications, Skills, And Capabilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Intermediate Microsoft Office skills, particularly Excel, Word, and SharePoint.
  </li>
  <li>
   Strong understanding of controls for an error-free environment.
  </li>
  <li>
   Ability to review processes and recommend improvements.
  </li>
  <li>
   Excellent communication skills with various organizational levels.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  ABOUT US
  <br/>
  <br/>
 </strong>
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 <br/>
 <br/>
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
</div>


Selby Jennings

<p>Our client is a leading institutional provider for digital assets. They were one of the first to provide institutional-grade liquidity to major trading platforms. Since then, they have made significant efforts to create stability in the cryptocurrency markets. They offer a comprehensive regulated platform for digital assets and tailored investment solutions catered to sophisticated non-US investors and institutions.</p><p>They continue to grow and shape the industry through their extensive trading experience and deep technical knowledge of blockchain. They consistently rank among the top crypto trading and venture investing firms and is now rolling out hedge fund strategies that aim to leverage its crypto expertise.</p> Job purpose <p>Our client is seeking a highly skilled and experienced Business Developer to lead and raise AUM in the company's Asset Management business, focusing on serving family offices and institutional clients in the GCC region. This role is designed for an individual with a proven book of clients and deep experience in wealth management, asset management, and managing high-net-worth individuals or institutional investors.</p><p>You will work closely with the Global Head of Business Development and play a critical role in driving growth by establishing and maintaining relationships with high-profile clients, expanding the company's presence in the region, and contributing to the development of tailored investment strategies in the evolving digital asset space. Your expertise in asset management and deep understanding of the GCC family office landscape will be essential in fostering relationships, executing strategic initiatives, and building a trusted reputation within the industry.</p> Duties and responsibilities <ul><li>Lead and raise AUM for the asset management business in the region, focusing on family offices, institutional investors, and high-net-worth clients.</li><li>Establish and nurture relationships with key stakeholders in the GCC region, including family offices, institutional investors, and senior executives within the cryptocurrency and financial services sectors.</li><li>Represent the company at high-level meetings, conferences, and industry events to build a network and reinforce the company's presence as a leader in the digital assets industry.</li><li>Drive business growth by identifying new opportunities for asset management services, including cryptocurrency investments and hedge fund strategies.</li><li>Collaborate closely with internal teams, including trading, custody, and market-making divisions, to deliver comprehensive solutions to clients.</li><li>Contribute to the development and execution of the company's long-term business strategy, ensuring alignment with the Board of Directors' vision.</li></ul> Skills and Experience <ul><li>A minimum of 10 years of experience in wealth management or asset management, with a proven record in managing family office relationships in the GCC region.</li><li>In-depth knowledge and experience of the cryptocurrency and digital assets markets, including familiarity with blockchain technology.</li><li>Strong understanding of institutional-grade asset management, including trading, custody, and market-making.</li><li>Excellent interpersonal communication, and negotiation skills with the ability to build and sustain relationships with high-net-worth individuals and institutional clients.</li><li>Proven ability to develop and execute successful business strategies in a competitive, rapidly evolving market.</li><li>A deep understanding of the regulatory and compliance landscape in the GCC region, particularly in relation to digital assets and wealth management.</li><li>A strong network within the GCC family office and institutional investment community.</li><li>Fluency in English; proficiency in Arabic is a plus.</li></ul>

Crytpo Hedge Fund Business Development

Goldman Sachs

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
Alternative Capital Markets (ACM) Client Solutions team is seeking a Vice President to join an expanding segment within our Wealth Management division, to be based in Dubai. This role serves as the central strategic and relationship management hub for the GS Wealth Alternatives platform, a leader in alternative investments. The role will involve providing expert-level support and insights to both advisors and clients. This is an opportunity to build on deep Alternative market expertise and become a trusted subject-matter expert in alternative investments, directly contributing to the growth and success of our clients and the firm.</p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.</p>
<p><b>
Alternative Capital Markets (ACM)</b></p>
<p>
Alternative Capital Markets is a global team with 85&amp;#43; alternative investment professionals across ten offices (New York, Albany, Dallas, Los Angeles, Miami, London, Zurich, Hong Kong, Singapore, and Shenzhen), responsible for over $120B&amp;#43; in AUS, serving institutions, foundations, family offices, high net worth and ultra-high net worth individuals. ACM is the architect of the Wealth Alternatives platform including private equity, growth / venture capital, private credit, private real estate, hedge funds, co-investments and impact private investing. These offerings include AM Private, XIG, and third-party external investment strategies, as well as differentiated private company access via both internal and external referrals. ACM&rsquo;s full-service capital markets business covers the entire lifecycle of an alternative investment, from investment sourcing to client solutions, as well as a new discretionary offering enabling programmatic platform access, an in-house liquidity platform for clients (qualified matching service, or QMS), and dedicated platform management and strategy.</p>
<p><b>
Client Solutions</b></p>
<p>
The Client Solutions team within ACM is the relationship management &amp; strategy team for the GS Wealth Alternatives platform. The team is the primary point of contact for GS advisors, responsible for marketing &amp; fundraising across the alternative investment platform, while providing holistic support to advisors &amp; clients, including asset class &amp; strategy education, portfolio construction guidance, and ongoing relationship management.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Key liaison for advisor teams to provide support and drive growth across the GS Wealth alternatives business</li><li>
Serve as an alternative investment strategist &amp; relationship manager for the ACM platform, providing key information, and driving education &amp; adoption across alternative investments within the GS Private Wealth Management (PWM) channel</li><li>
Help lead marketing &amp; fundraising campaigns, including managing overall fund raising activity, developing marketing collateral / strategy pitch and engaging advisors / clients by organizing road shows / events / campaigns</li><li>
Help provide input on ACM sales strategy across client segments, advising on growth strategies for new offerings / solutions, and develop segment specific fundraising strategies</li><li>
Provide support for client portfolio reviews, including performance updates, and fund commentary</li><li>
Prepare and update materials for internal &amp; external presentations, in partnership with the ACM investor relations, and legal/compliance teams</li><li>
Develop into a trusted subject matter expert, providing advisors guidance on portfolio construction &amp; joining client &amp; prospect discussions</li><li>
Help drive education of alternative investment themes and portfolio implementation for all GS client segments and regions by coordinating across ACM, GS CIO, GS investment teams and external managers to develop and communicate best-in-class thought leadership &amp; market commentary across alternative asset classes</li></ul>
<p><b>
QUALIFICATIONS</b></p>
<ul><li>
Bachelors Degree or Higher</li><li>
Deep understanding of financial markets and investment instruments, especially experience with alternative investments</li><li>
7&amp;#43; years of experience in wealth/asset management, banking, markets or private investing</li><li>
Strong quantitative, analytical and problem-solving skills</li><li>
Team player, with excellent communication and interpersonal skills</li><li>
Strong ability to multi-task, with an ability to manage multiple projects with different deadlines</li><li>
Self-starter, with ability to work both independently and in a team-oriented environment and across group functions</li><li>
Solid work ethic, motivation level, and strong attention to detail</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
Dubai
JOB FUNCTION
External Product Specialists
DIVISION
Asset &amp; Wealth Management</p>

Wealth Management, Alternative Capital Markets, Clients Solutions, VP - Dubai

<div><b>JOB DESCRIPTION</b><p><br>
Join a high-impact team shaping the future of investment analytics and suitability risk management. Leverage your quantitative expertise to develop innovative models and analytical frameworks. Be part of a collaborative environment where your insights directly influence investment decisions.</p><p>
As a Quantitative Research Analyst within the Investment Solutions Data, Analytics &amp; Modeling team, you will develop and enhance analytical tools to estimate investment risk and product suitability. You will collaborate with global partners to implement model improvements and ensure robust governance and performance monitoring. Your work will drive data-driven decision-making and support the evolution of next-generation investment/suitability models.<br>
<br>
<b>Job Responsibilities:</b>
</p><ul><li>Collaborate with a team of quantitative researchers to develop analytical tools to estimate Investment Risk and evaluate suitability of the product for the clients.
</li><li>Propose model enhancements and demonstrate its conceptual soundness via rigorous back-testing.
</li><li>Partner with Technology to design and implement cost-effective model changes, and conduct implementation testing,
</li><li>Onboard new product categories.</li><li>
Update market data and recalibrate models regularly ; liaise with Governance teams to secure necessary approvals.</li><li>
Monitor model performance on a routine basis.</li><li>
Conduct ad-hoc quantitative research and analyses.</li><li>
Manage multiple priorities in a dynamic professional environment.</li></ul><p>
 </p><p><b>Required qualifications, capabilities, and skills:</b>
</p><ul><li>Demonstrate 1+ years of experience in portfolio risk analytics and asset management.</li><li>
Apply strong quantitative modeling and time series analysis skills.</li><li>
Exhibit knowledge of equity, fixed income, and alternative investment products.</li><li>
Hold a graduate degree in a quantitative discipline such as Math, Statistics, Finance, Economics, or Engineering.</li><li>
Utilize programming skills in Python and SQL, with a willingness to learn new tools.</li><li>
Manage financial data handling, retrieval, and modeling tasks effectively.</li><li>
Communicate complex concepts clearly in both written and verbal formats.</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills:
</b></p><ul><li>Attain CFA or FRM certification at any level.</li><li>
Employ R language skills for quantitative analysis.</li><li>
Adapt quickly to new analytical tools and technologies.</li></ul>
<b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Quantitative Research Analyst - Investment Solutions

Esas Holding

<div>
 <p>
  We are seeking a highly dedicated and client-focused
  <strong>
   Client Relationship Manager
  </strong>
  to join our ESAS Asset and Wealth Management team. This role is responsible for managing long-term relationships with ESAS clients, ensuring exceptional service delivery, and understanding client needs to provide tailored solutions. You will work closely with family clients, portfolio management, and operations teams, while gaining exposure to the full spectrum of family office services. This is a high-impact role that requires strong communication skills, professionalism, and the ability to manage complex client expectations with precision and discretion.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Build and maintain strong, long-term relationships with ESAS clients, ensuring seamless and high-touch service delivery.
  </li>
  <li>
   Understand client needs and develop tailored plans to address their requirements effectively.
  </li>
  <li>
   Coordinate closely with Operations, Portfolio Management, and private assistants to ensure smooth execution of client-related processes.
  </li>
  <li>
   Provide timely and accurate support for all client requests, inquiries, and transactions.
  </li>
  <li>
   Act as the primary point of contact for client concerns; resolve issues professionally and escalate when necessary.
  </li>
  <li>
   Achieve client relationship management KPIs set by ESAS Asset and Wealth Management.
  </li>
  <li>
   Discuss service scope, business contracts, and associated costs with clients as needed.
  </li>
  <li>
   Maintain active relationships with financial institutions, banks, legal partners, and fund management companies.
  </li>
  <li>
   Ensure proper and systematic maintenance of corporate records and client documentation.
  </li>
  <li>
   Support the monitoring, tracking, and reporting of all asset types within the client portfolio.
  </li>
  <li>
   Keep detailed records of meetings, follow-ups, and action points.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Minimum 10 years of experience in client relationship management, banking, finance, or a related field.
  </li>
  <li>
   Strong interpersonal and communication skills; ability to build trust and rapport with high-profile clients.
  </li>
  <li>
   Advanced proficiency in spoken and written English.
  </li>
  <li>
   Proven track record of meeting and exceeding performance targets.
  </li>
  <li>
   Strong problem-solving and judgment skills, with a customer-oriented mindset.
  </li>
  <li>
   Ability to work effectively under pressure and in a fast-paced environment.
  </li>
  <li>
   Proficiency in MS Office and experience with CRM platforms.
  </li>
  <li>
   Awareness of market developments and industry trends, with ability to adapt quickly.
  </li>
 </ul>
 <p>
 </p>
</div>


Client Relationship Manager

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