Financial Portfolio Advisor

4 days ago


Riyadh, Ar Riyāḑ, Saudi Arabia Fisher Investments Full time

Fisher Investments Arabia is a subsidiary of Fisher Investments, a leading investment management firm serving high net worth individuals and institutions. As an Investment Counsellor, you will manage relationships with clients in Saudi Arabia from our Riyadh office.

The role focuses on understanding client needs, educating them on portfolio changes, and maintaining long-lasting relationships. You will report to your Team Manager, who will support your professional development.

Key responsibilities include:

  • Becoming the conduit between clients, our Investment Policy Committee, research, and trading departments, and service teams
  • Updating clients on portfolio changes, financial markets, and our current market strategy and investment philosophy
  • Gaining advanced finance education through our training program

To succeed in this role, you should have 5+ years of experience in private banking or wealth management, a sound knowledge of financial concepts, and excellent communication skills. CME 4 certification is preferred, and a CFA or similar education is beneficial.



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