Wealth Manager- Certified Cfa/cfp
3 months ago
The Wealth Manager is responsible for managing portfolios of high-net-worth clients, providing personalized investment advice, and developing comprehensive wealth management strategies. They analyze clients' financial goals and risk tolerance, offering customized investment solutions from the company's funds. Wealth managers aim to maximize returns while minimizing risks, ensuring client satisfaction, and building long-term relationships based on trust and financial expertise.
1. Educational Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
**2. Professional Certifications**:
**o Certified Financial Planner (CFP)**
**o Chartered Financial Analyst (CFA)**
**Key Competencies (applicable to all employees)**:
Investment Analysis
Portfolio Management
Financial Modeling
Risk Management
Relationship Management
Pay: ﷼30,000.00 - ﷼40,000.00 per month
-
Certified Risk Manager أخصائي ادارة
1 month ago
الرياض, Saudi Arabia شركة إتقان المتميزة للمحاماة والاستشارات القانونية Full timeوصف الوظيفة: مدير مخاطر معتمد بدوام كامل في شركة إتقان للمحاماة في الرياض. سيكون مدير المخاطر المعتمد مسؤولاً عن تقييم المخاطر والتخفيف منها، وضمان الامتثال للوائح القانونية، وتطوير استراتيجيات...
-
Senior Associate/avp, Japan Coverage, Global
3 months ago
الرياض, Saudi Arabia PER, Private Equity Recruitment Full timeSenior Associate/AVP, Japan Coverage, Global Private Equity, Riyadh, Saudi Arabia **About our client** Our client is an established, international investment firm looking to expand its high-calibre direct investment team in Riyadh, Saudi Arabia. You will be joining a top-tier name that is globally recognised. - Sourcing, analysis, and execution of...
-
Manager, Fire
2 months ago
الرياض, Saudi Arabia Ma’aden Full time**1. JOB DETAILS**: **Position Title**:Manager: HSE **Broad Band**:M12 S: Management **Reports to**:Safety and Fire Director **Talent Pipeline Layer**:Managing Others (MO) **3. QUALIFICATIONS, EXPERIENCE & SKILLS**: **Qualification**: Bachelor's degree in fire science, fire engineering, occupational health and safety, or related field. Professional...
-
Private Bank
3 weeks ago
الرياض, Saudi Arabia Deutsche Bank Full time**Details of the Division and Team**: Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and...
-
Investment and Asset Manager
3 months ago
الرياض, Saudi Arabia Infinium Associates Full timeThe Investment and Asset Manager is responsible for managing the company's investment and asset strategies and portfolios. They provide strategic vision, oversee investment and asset decisions, ensure portfolio diversification, and strive to maximize returns while managing risks. This role requires a deep understanding of financial markets, economic trends,...
-
Portfolio Manager
3 months ago
الرياض, Saudi Arabia AZM.Talent Full time**Position Overview**: A Portfolio Manager is responsible for managing and overseeing a portfolio of projects, investments, or assets within an organization. The role involves strategic planning, risk management, and ensuring that the portfolio aligns with the organization’s overall objectives and delivers maximum value. A Portfolio Manager collaborates...
-
Fantastic Career Opportunity for a Ksa National
4 weeks ago
الرياض, Saudi Arabia Marsh & McLennan Companies, Inc. Full timeFantastic career opportunity for a KSA National with Wealth Management experience **Company**: Mercer **Description**: The Sales Support Specialist plays a crucial role in supporting the sales team to introduce Mercer's advisory and delegated solutions services. The specialist will be responsible for providing administrative, technical, and operational...
-
Technical Manager
7 days ago
الرياض, Saudi Arabia Giza Systems Full timeThe Role **Requirements**: Personal Skills - Strong personal ownership and ability to set and meet high professional standards, flexible and responsive work style. - Strong communication, interpersonal and presentation skills - Ability to multi-task and work under pressure. - Excellent leadership and people management skills. - Excellent command of English...
-
Procurement Manager
1 week ago
الرياض, Saudi Arabia NSR Associates Full timeThe Role - Managing the procurement team for both Sub-Contract & Materials for the MEP, Fit-Out & Buildings divisions - Reporting to the Commercial Director. Are you a Procurement Manager / Senior Buyer based in Riyadh with a wealth of experience for Main Contractors handling Fit-Out & New Build projects across Residential, Commercial, Hospitality &...
-
Data Management
3 months ago
الرياض, Saudi Arabia Comspark Innov & Infra PVT LTD Full timeJob Title: Data Management Experience: 10+years Location: Riyadh onsite JD: **Responsibilities**: - Offer expert guidance and consultation on implementing data management frameworks. methodologies, and policies in alignment with NDMO standards and requirements. - Collaborate with internal stakeholders to evaluate current data management practices and...
-
Portfolio Management Senior Manager
3 months ago
الرياض, Saudi Arabia Golf Saudi Full time**Responsibilities**: - Develop and execute investment strategies aligned with Golf Saudi’s vision and objectives, focusing on the expansion and improvement of golf-related assets and infrastructure. - Oversee a diverse portfolio of investment projects, including golf course development, facility upgrades, and related ventures. Ensure projects are...
-
Senior Manager
1 month ago
الرياض, Saudi Arabia Qiddiya Investment Company Full timeQiddiya Investment Company is leading the creation of an innovative entertainment city in Saudi Arabia, and we are currently seeking a strategic and experienced individual to join our team as Senior Manager - Treasury. In this critical role, you will oversee the treasury functions of the organization, ensuring efficient management of cash flow, financial...
-
Finance Manager
3 months ago
الرياض, Saudi Arabia Thndr Full timeFinance Manager - KSA **Who Are We?** **Thndr **was founded with a dream to democratize investing. We wanted to give anyone with a smartphone the ability to grow and preserve their wealth. What access and knowledge only few had, we wanted to extend to many. This, we believe, can only be achieved by increasing (and deepening) participation in local capital...
-
Finance Manager
3 months ago
الرياض, Saudi Arabia One Tech Capital LLC Full timeFinance Manager Job Title: Finance Manager Department: Finance Department Reporting to: CFO Company Name: One XYZ company Location: KSA Job brief We are looking for a reliable Financial Manager that will analyze everyday financial activities and subsequently provide advice and guidance to upper management on future financial...
-
Manager - IT Risk Management
4 weeks ago
الرياض, Saudi Arabia Qiddiya Investment Company Full timeQiddiya Investment Company, a leader in innovative entertainment and real estate development, is looking for a skilled and proactive Manager - IT Risk Management to join our dynamic team. In this role, you will be responsible for developing and implementing comprehensive IT risk management strategies to safeguard our information systems and ensure compliance...
-
Manager - Cybersecurity Governance
2 weeks ago
الرياض, Saudi Arabia Qiddiya Investment Company Full timeQiddiya Investment Company is at the forefront of innovative real estate and entertainment developments in Saudi Arabia. We are currently seeking a dedicated and experienced professional to join our team as the Manager - Cybersecurity Governance. In this role, you will be responsible for establishing and managing a robust cybersecurity governance framework...
-
Audit Manager
2 weeks ago
الرياض, Saudi Arabia Premier Brains Full time**We’re Hiring: Audit Manager - Riyadh, KSA** **Role Overview** The Audit Manager plays a critical role in ensuring the integrity and accuracy of financial and operational processes within the organization. This role involves planning, managing, and executing audit assignments while aligning with regulatory compliance and best practices. As the Audit...
-
Audit Manager
2 days ago
الرياض, Saudi Arabia Premier Brains Global Full timeWe are looking for an **Audit Manager **who will play a critical role in ensuring the integrity and accuracy of financial and operational processes within the organization. This role involves planning, managing, and executing audit assignments while aligning with regulatory compliance and best practices. As the Audit Manager, you will lead a team of...
-
Manager - Financial Planning and Analysis
2 months ago
الرياض, Saudi Arabia Qiddiya Investment Company Full timeQiddiya Investment Company is leading the transformation of the entertainment landscape in Saudi Arabia, and we are seeking a detail-oriented and strategic thinker to join our team as Manager - Financial Planning and Analysis. In this pivotal role, you will support the financial planning processes and provide insights that drive business decisions. The...
-
Bank Relation Manager
3 months ago
الرياض, Saudi Arabia 700Apps Full time**About 700Apps**: 700Apps is a leading technology company specializing in software development. We are currently seeking a Bank Relation Manager to join our team. As a Bank Relation Manager, you will be responsible for developing and maintaining strong relationships with banks and financial institutions to support the company's financial needs. You will...