Wealth Manager

2 weeks ago


Riyadh, Saudi Arabia Career Maker Full time

Responsible for client relationship management, client prospecting and growing assets
under management as per agreed budget. The Relationship Manager is responsible for
assessing client’s investment goals and risk tolerance, the monitoring of all client
investments and needs, as well as coordinating with the Investment Team on portfolio
structure.

**Responsibilities**:

- Act as primary client contact and coordinate TFO’s interactions with the client as well as

the interactions of all outside managers and other specialists, based on client directives
- Adjust client portfolios and offer new investment options as appropriate
- Build and maintain long term business relationships with clients
- Develop a book of business
- Discuss all aspects of the client’s financial needs and risk tolerance in an appropriate

manner such that he or she can make an accurate and processional assessment of such
needs and have the client complete the Investor Profile Questionnaire (IPQ)
- Ensure that all your KYC documents (internal and external) are provided, as well as all

Anti-Money Laundering, and any regulatory requirements are full filled
- Monitor client investments to maintain conformity with his/her risk tolerance
- Review Policy & Procedure Manual on a quarterly basis
- Work with Assets Allocation Product Specialist (“AAPS”) to identify the risk tolerance of

client and to create Investment Policy Statements (IPS)

**Salary**: ﷼45,000.00 - ﷼65,000.00 per month

Ability to commute/relocate:

- Riyadh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- sales experience in financial institutions: 8 years (required)



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