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Financial Expert

3 weeks ago

Riyadh, Ar Riyāḑ, Saudi Arabia Fisher Investments Full time
Job Overview

Fisher Investments Arabia, a subsidiary of Fisher Investments, is seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors. Our organisation has grown significantly over the past decade and we are looking to expand our presence in Saudi Arabia.

The Opportunity

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Saudi Arabia from our office in Riyadh. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes.

This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.

The Day-To-Day
  • Build long-standing relationships with our clients, ensuring they always receive exceptional service
  • Manage a book of high-net-worth client relationships
  • Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams
  • Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy
  • Gain advanced finance and capital markets education through our training program