Yönetici / Yönetmen

İnci Holding

Company Description:

• Impeccable task organization, project follow-up and attention to detail is a must.
• Excellent communication, and organization skills.
• Superb understanding of analytical tools.
• Ability to work and communicate fluently in English.
• Ability to make presentations to senior management, executive committees or clients.
• Ability to multi task in a fast paced environment, managing multiple projects, escalating issues where appropriate and follow-up on high priority action items.
• Ability to execute and follow through on commitments.

• Problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement.
• Self-starter with strong sense of ownership and hands-on involvement is critical.
• Comfortable supervising multiple projects and handling various priorities for multiple clients.
• Comfortable working in a fast-paced, dynamic, highly entrepreneurial environment.
• General knowledge and understanding of equity and fixed income markets, brokerage products and services. 
• Ability to study current market trends and financial products, articulate a point of view, and have investment conversations with clients across asset categories.
• Prior experience (4+ years) in the finance, banking, consulting, accounting and management field is preferred with least 1+ years of it in a managerial role.
• Bachelor’s degree in Business Administration, Engineering, Economics or Finance.
• Master’s degree in Business Administration, Finance or related field is preferred
• Proficient in Microsoft Office software (Word, Excel, PowerPoint).
• Sensitivity, discretion, judgment, tact and diplomacy are absolutely necessary in this role.

İŞ TANIMI

• Provide superior analytical support to clients and the team on a wide variety of assignments.
• Prepare daily, weekly, monthly reports; accurate and timely client reporting.
• Oversee accounting and bookkeeping practices for personal assets and corporate accounts including creation and submission financial statements and variance reports on a monthly and yearly basis.
• Identify and provide solutions to a wide range of client needs including investments, banking, credit, foreign exchange and wealth structuring.

• Review and analyze investment activity for client portfolios; Production of portfolio analytics. Help develop and manage the strategy and work alongside banks and other investment managers to safeguard and grow the family portfolio.
• Develop a close relationship with and become a trusted advisor to family members.
• Resolve any owner / family inquires, issues, and special requests promptly and accurately, including nights and weekends (if required).
• Coordinate various services within the family office and communication with 3rd party advisors and service providers, including investment funds/managers, banks, tax advisors, legal advisors etc.
• Deliver solutions to clients as necessary, initiate and manage relevant projects and follow-up to ensure client satisfaction thereafter.
• Ensure safekeeping and centralization of client data and information for easy access by clients.
• Identify cost saving opportunities for clients thru pooling of client assets and negotiations with service providers.
• Lead, develop, motivate, train, review, and retain Family Office staff.
• Develop and implement controls, policies, and procedures on behalf of the Family Office.
• Daily monitoring of the capital markets and news.