Investment Advisor
7 days ago
We are seeking an experienced Investment Counsellor to join our team in Riyadh, Saudi Arabia. As an Investment Counsellor, you will play a key role in managing relationships with high-net-worth clients, educating them on portfolio changes, and acting as the liaison between clients and our internal teams.
About UsFisher Investments Arabia is a subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. We have grown significantly over the past decade and are committed to continuing our expansion across the globe.
Your ResponsibilitiesAs an Investment Counsellor, your key responsibilities will include:
- Building strong relationships with clients
- Managing a book of high-net-worth client relationships
- Liaising between clients, our Investment Policy Committee, our research and trading departments, and service teams
- Keeping clients informed on portfolio changes, financial markets, our current market strategy and investment philosophy
To be considered for this role, you will need:
- A minimum of 5+ years experience working with private clients within the banking/wealth management industry
- A sound understanding of financial concepts, markets, and current events
- The ability to communicate complex ideas to a variety of audiences
- A positive personality and empathetic approach when dealing with clients
- CME 4 certification is preferred, although not essential
- CFA or similar education is beneficial but not required
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