Finance Expert

6 days ago


Riyadh, Ar Riyāḑ, Saudi Arabia Fisher Investments Full time

Fisher Investments Arabia, the Saudi Arabian subsidiary of Fisher Investments, is a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and prominent institutions. Our organisation has grown significantly over the past decade, and we are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors.

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Saudi Arabia from our office in Riyadh. This position requires understanding our clients' needs and educating them on the reasoning behind portfolio changes. A key aspect of this role is maintaining long-lasting relationships through exceptional client service.

Key Responsibilities:

  1. Build strong, lasting relationships with high-net-worth clients
  2. Manage a book of client relationships
  3. Serve as a conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
  4. Keep clients informed about portfolio changes, financial markets, our current market strategy, and investment philosophy
  5. Pursue advanced finance and capital markets education through our training program

Requirements:

  1. 5+ years experience working with private clients within the banking/wealth management industry
  2. A thorough knowledge of financial concepts, markets, and current events
  3. Ability to connect with and educate various audiences
  4. Maintain a positive personality and empathise with clients in good times and bad
  5. Certifications like CME 4 or similar are preferred; CFA or equivalent education is beneficial

About Us:

Fisher Investments distinguishes itself by prioritising clients above all else, offering unmatched service, and taking a personalised investing approach. This unique model has enabled us to serve over 150,000 clients globally, who entrust us with more than $236 billion in assets under management.



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