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Finance Expert
1 week ago
Fisher Investments Arabia is a leading global investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Saudi Arabia as we continue our expansion across the globe.
The OpportunityThe 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.
- Build strong relationships with clients, ensuring they always receive exceptional service
- Manage a book of high-net-worth client relationships
- Act as the liaison between clients, our Investment Policy Committee, our research and trading departments, and service teams
- Keep clients informed on portfolio changes, financial markets, our current market strategy and investment philosophy
To be successful in 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