Senior Wealth Strategist

23 hours ago


Riyadh, Ar Riyāḑ, Saudi Arabia Click and Connect Online Limited Full time
Job Title: Senior Wealth Strategist

We are a leading Wealth Management firm in Saudi Arabia seeking an experienced and qualified Senior Wealth Strategist to join our team.

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with industry-leading qualifications such as CFP, CFA, or other relevant certifications. A transferable client base and Assets Under Management (AUM) are also essential requirements for this role.

Key Responsibilities:

  • BUILD AND MAINTAIN RELATIONSHIPS WITH CLIENTS, PROVIDING EXPERT FINANCIAL ADVICE AND GUIDANCE.
  • CONDUCT THOROUGH FINANCIAL ASSESSMENTS OF CLIENTS' CURRENT FINANCIAL SITUATIONS AND FUTURE GOALS.
  • DEVELOP AND IMPLEMENT PERSONALIZED FINANCIAL PLANS FOR CLIENTS, INCLUDING INVESTMENT, RETIREMENT, AND TAX PLANNING STRATEGIES.
  • MONITOR CLIENTS' FINANCIAL PROGRESS AND ADJUST PLANS AS NECESSARY.
  • KEEP UP-TO-DATE WITH INDUSTRY TRENDS AND REGULATIONS TO ENSURE COMPLIANCE AND PROVIDE THE BEST POSSIBLE SERVICE TO CLIENTS.

Competitive Salary: The successful candidate can expect a competitive salary package, which includes a base salary of approximately SAR 120,000 per annum, plus additional benefits such as bonuses, health insurance, and retirement plans. Our company offers a supportive and collaborative work environment, making it an attractive option for professionals looking to advance their careers in the wealth management industry.



  • Riyadh, Ar Riyāḑ, Saudi Arabia Click and Connect Online Limited Full time

    Job Title: Senior Wealth Management ProfessionalJob Summary: Click and Connect Online Limited is seeking a Senior Wealth Management Professional to join our team. As a Senior Wealth Management Professional, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial...


  • Riyadh, Ar Riyāḑ, Saudi Arabia Foreground LLC Full time

    Event Management Leader for Foreground LLCWe are seeking an experienced Senior Event Strategist to spearhead our project management initiative in Riyadh.Main Responsibilities:Event Strategy Development & Execution: Lead the development and execution of event strategies, from concept ideation to final evaluation.Project Oversight: Oversee all stages of event...


  • Riyadh, Ar Riyāḑ, Saudi Arabia Click and Connect Online Limited Full time

    **Job Title:** Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.**Key...


  • Riyadh, Ar Riyāḑ, Saudi Arabia Franklin Templeton Full time

    Job Title: Senior Marketing AssociateAt Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    OverviewThis is an exciting opportunity to join the growing team of a private equity direct investment firm based in Riyadh, Saudi Arabia. The team has a strong track record of investments across multiple sectors internationally.Salary and BenefitsThe estimated salary for this position is around $150,000 - $200,000 per annum, depending on experience. The...

  • Transformation Leader

    3 weeks ago


    Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About our clientThis is an exciting opportunity for an experienced VP or SVP to join an impressive value creation team for a Sovereign Wealth Fund in Riyadh. The fund has deployed significant capital into the local region, paving the way for significant growth and value creation opportunities. The individual will have the ability to drive change and unlock...


  • Riyadh, Ar Riyāḑ, Saudi Arabia Caliberly Full time

    This is a full-time role for a Senior Business Development Executive at Caliberly. The primary responsibilities include new business development, lead generation, business communication, and account management. The role is based in Riyadh, Saudi Arabia, with flexible remote work options available.Key Responsibilities:New Business Development and Lead...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About Our ClientOur client is a leading Sovereign Wealth Fund based in Saudi Arabia, seeking a seasoned professional to join their growing team in Riyadh. This exciting opportunity involves developing and implementing the fund's funding strategy.Key ResponsibilitiesReview and analyse financial statements, models, and requests from portfolio...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About Our ClientThis is an exciting opportunity for a seasoned professional to join a prestigious value creation team for a Sovereign Wealth Fund in Riyadh. The fund has invested heavily in the local region, creating a fertile ground for growth and value creation opportunities. The ideal candidate will have the ability to drive change and unlock value across...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About Our ClientOur client is a leading international investment firm seeking a high-calibre direct investment professional to join its team in Riyadh, Saudi Arabia. This is an exceptional opportunity to become a valued member of a top-tier private equity firm.This role will focus on direct private equity investments across sectors, covering the Japan...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About Our ClientWe are partnering with a top-tier private equity firm to find a talented investment professional to join their team in Riyadh, Saudi Arabia. This is a unique opportunity to work with a globally recognized investment firm that is expanding its direct investment team in the region.The successful candidate will focus on direct private equity...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About the OpportunityThis is an exciting opportunity for a VP or SVP with experience in delivering transformations to join an impressive value creation team for a Sovereign Wealth Fund in Riyadh. The fund has deployed significant capital into the local region, paving the way for substantial growth and value creation opportunities.Job DescriptionProvide...


  • Riyadh, Ar Riyāḑ, Saudi Arabia PER, Private Equity Recruitment Full time

    About the Role We seek a highly skilled and experienced investment professional to join our team in Riyadh, Saudi Arabia. As a member of our direct investment team, you will be responsible for sourcing, analyzing, and executing investment opportunities across various sectors, including automotive, sports, and technology. Key ResponsibilitiesSourcing and...


  • Riyadh, Ar Riyāḑ, Saudi Arabia Franklin Templeton Full time

    Senior Marketing Associate Job DescriptionAt Franklin Templeton, we're pushing the boundaries of innovation to drive growth and success for our clients. Our diverse team of experts spans asset management, wealth management, and fintech, offering a wide range of opportunities to make a meaningful impact. Our collaborative culture and commitment to employee...


  • Riyadh, Ar Riyāḑ, Saudi Arabia Eminence Talent Group Full time

    Our client, Eminence Talent Group, is a leading Saudi company with a singular vision: to spearhead the digital future in the Kingdom and beyond. As a joint venture between industry giants, they bring together a wealth of expertise and a century of technology development to deliver best-in-class solutions to their clients. Role OverviewThe ideal candidate...

  • Strategist

    5 months ago


    Riyadh, Saudi Arabia Edelman Full time

    EDELMAN SAUDI ARABIA IS LOOKING FOR A SENIOR STRATEGIST TO BE BASED IN RIYADH. As Senior Strategist, you will be a key part of leading our agency transformation - from PR to integrated communication. Leading strategic thinking for our clients, you will be a key driver in earning the right to solve bigger and more diverse problems for our portfolio of...


  • Riyadh, Saudi Arabia Capgemini - Zcomme Full time

    The Role **Roles and Responsibilities**: As a Data Governance Strategist, you will be responsible for defining and implementing a comprehensive data governance strategy that aligns with the organization's business objectives. Your role will involve developing and promoting a data governance framework that ensures data quality, integrity, and security across...


  • Riyadh, Saudi Arabia Dentsu Aegis Network Full time

    Job Title: Senior Motion Graphics Designer **Job Description**: A BIT ABOUT US Dentsu Creative is a global creative agency network designed to unlock exponential growth for clients. We use Transformative Creativity as a differentiating, driving force to bring our capabilities together to positively impact people, businesses and society. Established in June...

  • Senior Client Partner

    5 months ago


    Riyadh, Saudi Arabia Snapchat Full time

    Snap Inc is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by empowering people to express themselves, live in the moment, learn about the world, and have fun together. The Company’s three core products are Snapchat , a visual messaging app...


  • Riyadh, Saudi Arabia Private Equity Recruitment Ltd Full time

    **About our client** We are working with a sovereign wealth fund who are looking for a professional to join their transformation management office. This role would help in curating and building knowledge within the institution and its subsidiaries. This role is based in Riyadh, and would require relocation to Saudi Arabia. **What the job involves** -...

  • Senior Consultant Hse

    5 months ago


    Riyadh, Saudi Arabia MCS Full time

    **Key Responsibilities in the Project**: - Gap Analysis: Conduct thorough assessments to identify gaps in existing Health & Safety systems, processes, and procedures. - Safety Culture Survey: Design and administer surveys to evaluate the organization's safety culture, pinpointing areas for improvement. - Policy Development: Create, review, and refine Health...


  • Riyadh, Saudi Arabia PER, Private Equity Recruitment Full time

    Business Insights Professional, Transformation Office, Global Investor, Riyadh, Saudi Arabia **About our client** We are working with a sovereign wealth fund who are looking for a professional to join their transformation management office. This role would help in curating and building knowledge within the institution and its subsidiaries. This role is...


  • Riyadh, Saudi Arabia State Street Corporation Full time

    Senior Consultant, Implementation Services, Charles River Development, Assistant Vice President **Who we are looking for** Charles River are looking to expand their established Implementation Services Team. The Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a product expert in a short amount...


  • Riyadh, Saudi Arabia State Street Corporation Full time

    Senior Consultant Implementation, Charles River Development, Assistant Vice President **Job Description**: **Who we are looking for** Charles River are looking to expand their established Implementation Services Team. The Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a product expert in a...


  • Riyadh, Saudi Arabia PER, Private Equity Recruitment Full time

    Fluent Arabic Senior Associate, Global Alternative Investments, Riyadh, Saudi Arabia **About our client** We are working with a successful multi-asset class investment manager, who are looking to expand their alternatives investment team based in Riyadh. The team has a global remit and flexible investment approach across traditional private equity, growth...

  • Managing Principal

    7 months ago


    Riyadh, Saudi Arabia Talent Pal Full time

    Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Responsible for delivering projects - Working on client site to deliver change initiatives for leading clients across financial services, including investment banking, wealth and asset...

  • Managing Principal

    6 months ago


    Riyadh, Saudi Arabia Talent Pal Full time

    Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resourcesResponsible for delivering projects - Working on client site to deliver change initiatives for leading clients across financial services, including investment banking, wealth and asset...


  • Riyadh, Saudi Arabia State Street Full time

    Who we are looking for Charles River are looking to expand their established Implementation Services Team. The Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require. A Consultant needs to manage...

  • Senior Project Manager

    5 months ago


    Riyadh, Saudi Arabia Jacobs Engineering Group Inc. Full time

    **Your Impact**: - Our People & Places Solutions business - reinforces our drive to improve the lives of people everywhere and epitomizes the "why" of what we do - the tremendous positive impact and value our solutions bring to our communities and society as a whole. From facilities delivering life-saving therapies and ensuring clean water to enabling the...


  • Riyadh, Saudi Arabia Private Equity Recruitment Ltd Full time

    **About our client** This is an exciting opportunity for a VP or SVP with experience of delivering transformations to join an impressive value creation team for a Sovereign Wealth Fund in Riyadh. The fund has deployed significant capital into the local region, paving the way for significant growth and value creation opportunities. The individual should have...


  • Riyadh, Saudi Arabia Luxoft Full time

    **Project** Description**: We are hiring for projects in the Middle East. There are many opportunities in the region. Our team consists of frontend and backend developers, data analysts and data scientists, architects, analysts and project managers. **Responsibilities**: 1. Develop the solution architecture in alignment with business goals and enterprise...


  • Riyadh, Saudi Arabia Simcorp Full time

    Business Consultant Associate - Investments Location : Riyadh (KSA) - Do you want to be a key player in SimCorp Dimension® projects and part of a team of professionals with a proven track record in delivering successful projects?_ The position SimCorp is one of the world's leading investment management software providers globally to international...


  • Riyadh, Saudi Arabia PER, Private Equity Recruitment Full time

    VP / SVP, Private Equity Operational Transformation, Riyadh, Saudi Arabia **About our client** This is an exciting opportunity for a VP or SVP with experience of delivering transformations to join an impressive value creation team for a Sovereign Wealth Fund in Riyadh. The fund has deployed significant capital into the local region, paving the way for...

  • Senior Sales

    5 months ago


    Riyadh, Saudi Arabia KTC International LLC Full time

    Role Responsibility: - Generate new sales from a portfolio of accounts to achieve quarterly and annual sales targets - Identify new potential customers within the Saudi Region and implement business development activities - Monitor customer feedback and satisfaction with the company and products - Provide customers and potential customers with information...


  • Riyadh, Saudi Arabia Cundall Full time

    The Team: Cundall's Building Services team's mission is to play a key role in making buildings more energy efficient, sustainable and cost effective to operate. We pride ourselves on our exemplary track record of designing innovative and sustainable mechanical and electrical solutions, that minimise the use of natural resources. The Building Services team...