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Investment Counsellor
1 month ago
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?
Fisher Investments Arabia is the Saudi Arabia subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Saudi Arabia as we continue our expansion across the globe.
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 high-net-worth 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.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Up to 30 days annual leave, plus up to 12 paid holidays.
- $10,000* family friendly benefit
- Employee Assistance Program and other emotional wellbeing services
- All employees are entitled to the ESB (End-of service gratuity)
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
FISHER INVESTMENTS SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER
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