Investment Portfolio Manager
7 days ago
Fisher Investments UK is seeking a highly motivated and experienced Investment Counsellor to join our team in Riyadh. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients, providing exceptional service, and educating them on portfolio changes.
Key Responsibilities- Client Relationship Management: Build and maintain long-standing relationships with high-net-worth clients, ensuring they receive exceptional service and tailored investment solutions.
- Portfolio Management: Manage a book of high-net-worth client relationships, providing proactive updates on portfolio changes, financial markets, and our current market strategy.
- Communication: Serve as the conduit between clients, our Investment Policy Committee, research and trading departments, and service teams.
- Professional Development: Gain advanced finance and capital markets education through our comprehensive training program.
- Experience: 5+ years of exposure to private clients within the banking/wealth management industry.
- Knowledge: Sound knowledge of financial concepts, markets, current events, and market trends.
- Communication Skills: Ability to connect with and educate a variety of audiences.
- Personality: Positive personality and empathy to understand clients' needs in good times and bad.
- Certifications: CME 4 certified is preferred, and CFA or similar education is beneficial.
Fisher Investments UK is a privately-held investment management firm that provides professional discretionary portfolio management services for high-net-worth private clients and institutions. We take pride in our inclusive culture, valuing diverse perspectives and unique skills. Our employees make our purpose possible, and we offer an array of benefits to support their long-term goals.
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