Independent Financial Advisor

2 weeks ago


Riyadh, Ar Riyāḑ, Saudi Arabia Independent Resourcing Consultancy Ltd Full time

Job Opening: Independent Financial Advisor Position at Top Wealth Management Firm in Saudi Arabia

We are representing a prestigious International Wealth Management firm in Saudi Arabia, in search of a seasoned and skilled Independent Financial Advisor to join their ranks.

**Responsibilities:**

  • Establish and nurture client relationships by offering expert financial advice and direction.
  • Perform comprehensive evaluations of clients' current financial status and future objectives.
  • Create and execute tailored financial strategies for clients, covering investment, retirement, and tax planning.
  • Track clients' financial advancements and modify plans when needed.
  • Stay updated on industry patterns and regulations to ensure adherence and provide top-notch service to clients.

**Requirements:**

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management sector.
  • Possession of esteemed qualifications such as CFP, CFA, or other pertinent certifications.
  • Portability of client base and AUM.
  • Outstanding communication and interpersonal aptitudes.
  • Robust analytical and issue-solving skills.
  • Capability to work autonomously and collaboratively.

This role offers a competitive compensation package alongside a supportive and cooperative work atmosphere. If you satisfy the aforementioned criteria and have a genuine interest in aiding clients in attaining their financial objectives, we urge you to pursue this captivating opportunity.


Self-Employed Package


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