Investment Counsellor

2 weeks ago

Riyadh, Ar Riyāḑ, Saudi Arabia Fisher Investments Europe Full time

Overview:
Are you interested in joining an outstanding global investment enterprise and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?

The Opportunity:


The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Saudi Arabia from our office in Riyadh.

You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.

The Day-To-Day:

  • Build long standing relationships with our clients, ensuring they always receive exceptional service
  • Manage a book of highnetworth client relationships
  • Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams
  • Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
  • Gain advanced finance and capital markets education through our training program

Your Qualifications:

  • 5+ years exposure to private clients within the banking/wealth management industry
  • A sound knowledge of financial concepts, markets, current events and the market
  • Connect with and educate a variety of audiences
  • Maintain a positive personality and empathise with clients in good times and bad
  • CME 4 certified is preferred
  • CFA or similar education is beneficial

Why Fisher Investments Arabia:


The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach.

This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.

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