Experienced Financial Consultant for Wealth Management in Saudi Arabia

2 weeks ago


Riyadh, Ar Riyāḑ, Saudi Arabia Click and Connect Online Limited Full time

Job Title: Experienced Financial Consultant

We are a leading online wealth management firm, Click and Connect Online Limited, based in Saudi Arabia, looking to hire an experienced financial consultant. This role requires a highly skilled professional who can provide top-notch financial advice to clients.

About the Role:

We offer a competitive package including a salary of €80,000 - €120,000 per annum, as well as a supportive and collaborative work environment. The ideal candidate will be responsible for building strong relationships with clients, conducting thorough financial assessments, developing personalized financial plans, and monitoring client progress.

Responsibilities:

  • Provide expert financial advice to clients on investment, retirement, and tax planning strategies.
  • Conduct in-depth financial analysis and create tailored financial plans.
  • Maintain regular communication with clients and stay up-to-date with industry trends and regulations.
  • Monitor client performance and adjust financial plans accordingly.

Requirements:

To be successful in this role, you should have a minimum of 5 years of experience in the wealth management industry, hold relevant certifications such as CFP or CFA, possess excellent communication skills, and be able to work independently and collaboratively as part of a team.



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