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
Beware of fraud agents! do not pay money to get a job
MNCJobsGulf.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.