Personal Finance & Investment Accountant

Key Responsibilities:

• Monitor and reconcile personal bank accounts.
• Track investments including stocks, bonds, sukuk, fixed deposits, mutual funds, private equity, and real estate.
• Prepare monthly cash flow reports, net worth statements, and personal financial reports.
• Maintain records of personal assets, liabilities, loans, and credit cards.
• Monitor loan repayments, credit card settlements, and banking facilities.
• Manage real estate records, rental income, insurance, and lease documentation.
• Coordinate with banks, investment advisors, brokers, auditors, and legal advisors.
• Prepare budgets, monitor personal and household expenses, and identify cost-saving opportunities.
• Maintain confidential financial records and ensure proper documentation.
• Provide financial support for personal and family office matters.
• Bachelor's degree in Accounting, Finance, or a related discipline.
• Strong understanding of investment portfolios, banking operations, and financial reporting.
• Advanced proficiency in Microsoft Excel.
• Excellent analytical, organizational, and communication skills.
• High level of integrity, professionalism, and discretion when handling confidential information.
• UAE experience is preferred.