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Investment Management Specialist

3 weeks ago


Riyadh, Ar Riyāḑ, Saudi Arabia Charterhouse Middle East Full time

An Investment Management Specialist is needed to help establish the presence of a leading global investment management company in the Middle East. Our partner, Charterhouse Middle East, is seeking a talented individual to drive growth and market their private wealth services in the region.

In this role, you will be responsible for contacting prospects, assessing their eligibility, and onboarding them as clients. Your ability to analyze complex financial data, identify opportunities, and close deals will be crucial to success. To excel in this position, you will need a proven track record in sales and a background in banking or private wealth management, specifically sales to high-net-worth individuals.

You will work closely with our investment management and client service teams to ensure seamless client onboarding and continued support. This is an exciting opportunity to join a dynamic team and contribute to the expansion of our partner's operations in the Middle East.

Key Skills:
  • Sales and account management
  • Financial analysis and planning
  • Relationship building and negotiation
  • Communication and presentation