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Client Portfolio Director

1 week ago

Riyadh, Ar Riyāḑ, Saudi Arabia Fisher Investments Full time

Investment Counsellor Role Summary

We are seeking an experienced Investment Counsellor to join our team in Riyadh, Saudi Arabia. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients and providing exceptional service.

Responsibilities Include:

  1. Developing and maintaining strong relationships with clients to ensure exceptional service
  2. Managing client portfolios to ensure alignment with their objectives
  3. Collaborating with internal teams to provide comprehensive support to clients
  4. Providing educational resources to clients on portfolio changes and market updates
  5. Participating in ongoing training and development to enhance skills and knowledge

Requirements:

  • Minimum 5 years of experience in private wealth management or a related field
  • Demonstrated expertise in financial markets, concepts, and strategies
  • Excellent communication and interpersonal skills
  • Able to work effectively in a fast-paced environment