Wealth Management Specialist

7 days ago


Riyadh, Ar Riyāḑ, Saudi Arabia The Family Office Company Full time
The Opportunity

We are looking for a motivated and results-driven individual to fill the role of Wealth Management Specialist. As an Assistant Financial Advisor, you will be responsible for developing and executing strategies to grow our client base and drive revenue growth.

Your Key Responsibilities
  • Identify and pursue new business opportunities through effective networking, referral, and digital outreach.
  • Provide expert advice to clients on The Family Office Company's products and services, staying up-to-date on market trends and developments.
  • Build strong relationships with clients, assess their needs, and deliver tailored solutions to drive account openings and growth.
  • Collaborate with internal teams to ensure seamless onboarding processes and high-quality client service.
Requirements
  • A bachelor's degree in a relevant field, such as Finance, Accounting, or Investment.
  • Proven experience in investment sales, client management, or capital markets.
  • Excellent relationship management skills, with the ability to build and maintain client trust.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.


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