Senior Wealth Strategist

1 month 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.



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