Job Description

About The Family Office

Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive. As we expand our footprint, we are committed to developing the next generation of wealth management professionals.

Program Overview

The Young Professionals Program is an intensive 3-month training and development journey designed to prepare exceptional talent for a future role as an Assistant Relationship Manager at The Family Office.

Through a combination of classroom training, mentorship, on-the-job exposure, and rotations across our offices in Dubai, Bahrain, and Riyadh, participants will gain in-depth knowledge of:

  • Wealth & investment management
  • Client relationship management
  • Portfolio structuring & financial analysis
  • The role of Relationship Managers in serving ultra-high-net-worth clients
  • Alternative investments & global market trends

At the end of the program, top performers will be considered for a full-time Assistant Relationship Manager (ARM) position within the Dubai office.

Key Learning Areas & Responsibilities During The Program

  • Client Relationship Foundations
  • Understand the end-to-end relationship management cycle.
  • Support senior RMs in preparing client materials and presentations.
  • Learn how to assess client investment goals, risk profiles, and long-term wealth strategies.
  • Observe client meetings and calls to gain real-world exposure.
  • Investment & Portfolio Training
  • Deepen knowledge of investment products, with an emphasis on alternative investments.
  • Collaborate with the Investment Team to understand portfolio construction and performance evaluation.
  • Conduct market research and analysis to support investment recommendations.
  • Professional & Technical Skill Development
  • Receive structured training in:
    • Financial analysis & industry research
    • Communication, presentations, and client interaction
    • Sales fundamentals and prospecting
    • Compliance and regulatory frameworks in wealth management
  • Stay current on market trends and their impact on investor behavior.
  • Cross-Office Exposure & Mentorship
  • Participate in rotations with our teams in Bahrain, Riyadh and Dubai to understand regional client dynamics.
  • Receive guidance from senior leaders and dedicated mentors.
  • Engage in real projects designed to accelerate learning and career readiness.
Who We Are Looking For

  • CFA Level 1 completed (mandatory)
  • Bachelor’s degree in Finance, Economics, Business, or related field
  • 0–2 years of experience (internships or junior roles preferred)
  • Strong analytical and financial skills
  • Excellent communication and interpersonal abilities
  • High motivation, eagerness to learn, and career ambition in wealth management
  • Willingness to travel for training (Bahrain & Riyadh)
  • Curious, driven, and proactive
  • Comfortable in fast-paced, high-performance environments
  • Passion for investments and financial market
  • Strong client-service mindset
  • Team-oriented with leadership potential

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.

With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.


Job Details

Role Level: Not Applicable Work Type: Full-Time
Country: United Arab Emirates City: Dubai
Company Website: http://www.tfoco.com Job Function: Others
Company Industry/
Sector:
Investment Management

What We Offer


About the Company

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