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Portfolio Manager

2 months ago

Riyadh, Ar Riyāḑ, Saudi Arabia Fisher Investments UK Full time
About the Role

Fisher Investments UK is seeking a highly motivated and experienced Investment Counsellor to join our team in Riyadh. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients, providing exceptional service, and educating them on portfolio changes.

Key Responsibilities
  1. Client Relationship Management: Build and maintain long-standing relationships with high-net-worth clients, ensuring they receive exceptional service and tailored investment solutions.
  2. Portfolio Management: Manage a book of high-net-worth client relationships, providing proactive updates on portfolio changes, financial markets, and our current market strategy.
  3. Communication: Serve as the conduit between clients, our Investment Policy Committee, research and trading departments, and service teams, ensuring seamless communication and collaboration.
  4. Professional Development: Gain advanced finance and capital markets education through our comprehensive training program, enhancing your skills and expertise.
Requirements
  1. Experience: 5+ years of experience in private banking or wealth management, with a proven track record of managing high-net-worth client relationships.
  2. Knowledge: Sound knowledge of financial concepts, markets, current events, and market trends.
  3. Communication: Excellent communication and interpersonal skills, with the ability to connect with and educate a variety of audiences.
  4. Personal Qualities: Positive personality, empathy, and a strong work ethic, with the ability to maintain a high level of professionalism in all interactions.
About Fisher Investments UK

Fisher Investments UK is a leading investment management firm that provides professional discretionary portfolio management services for high-net-worth private clients and institutions. We are committed to delivering exceptional service, tailored investment solutions, and unparalleled results. Our team is dedicated to helping our clients achieve their financial goals, and we are seeking like-minded individuals to join our team.