Wealth Management Specialist

5 days ago


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

We are seeking an experienced Investment Client Manager to join our team at The Family Office Company BSC (c). As an Assistant Financial Advisor, you will play a key role in identifying new opportunities, nurturing client relationships, and driving investment commitments.

Your Key Responsibilities:
  • Client Acquisition: Identify and engage new clients via networking, referrals, and digital outreach.
  • Product Knowledge: Stay updated on The Family Office products, investments, and market trends.
  • Relationship Building: Build relationships, assess needs, and drive account openings.
  • Client Onboarding: Work with Relationship Management and servicing teams for smooth onboarding.
  • Performance Metrics: Meet AUM and acquisition targets while tracking progress.
Required Qualifications:
  • Educational Background: Bachelor's in Finance, Accounting, Investment or related fields.
  • Industry Experience: Background in Treasury, Private Banking, or Wealth Management (preferred).
  • Key Skills: Relationship Management, Financial & Market Expertise, Fluency in Arabic and English, detail-oriented, and skilled in Microsoft Office.


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