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Financial Services Specialist

1 week ago

Riyadh, Ar Riyāḑ, Saudi Arabia The Family Office Company BSC (c) Full time
Job Description:

We are seeking a proactive and results-driven professional to join our team as an Assistant Financial Advisor. In this role, you will play a key part in identifying new opportunities, nurturing client relationships, and driving investment commitments.

Your Responsibilities:
  1. Network with potential clients, build relationships, and assess their financial needs
  2. Stay updated on alternative asset classes, investments, and market trends
  3. Work closely with the Relationship Management team for smooth onboarding of new clients
  4. Meet annual targets for account openings and acquisition
Requirements:
  • Bachelor's degree in Finance, Accounting, or related field
  • Background in Treasury, Private Banking, or Wealth Management (preferred)
  • Experience in investment sales, client management, or capital markets
Skills & Competencies:
  • Relationship Management: strong at building trust and maintaining client relationships
  • Financial & Market Expertise: knowledgeable about financial products, investments, and market trends
  • Fluent in English, detail-oriented, and skilled in Microsoft Office
  • Tech & Adaptability: able to adopt digital tools and thrive in fast-paced environments