Investment Advisor
4 weeks ago
Fisher Investments Arabia is a subsidiary of Fisher Investments, a leading global investment management firm. We provide professional discretionary portfolio management services for high net worth private clients and institutions.
The OpportunityWe are seeking a highly motivated Investment Counsellor to join our team in Riyadh, Saudi Arabia. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients, understanding their needs, and educating them on portfolio changes.
Key Responsibilities- Build and maintain long-standing relationships with clients, ensuring exceptional service
- Manage a book of high-net-worth client relationships
- Act as a conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
- Proactively update clients on portfolio changes, financial markets, and our current market strategy
- Gain advanced finance and capital markets education through our training program
- 5+ years of experience in private banking or wealth management
- Sound knowledge of financial concepts, markets, and current events
- Ability to connect with and educate various audiences
- Positive personality and empathy with clients in good times and bad
- CME 4 certification is preferred, CFA or similar education is beneficial
We put our clients first, providing unmatched service and a personalized investing approach. Our unique model has helped us grow to serve over 150,000 clients globally, with over $236 billion in assets under management. We value our employees and offer a range of benefits to help them meet their long-term goals. Join us in our mission to better the investment universe.
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