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Portfolio Advisor

3 weeks ago

Riyadh, Ar Riyāḑ, Saudi Arabia beBee Careers Full time
Job Summary

We are seeking a talented Portfolio Advisor to join our team. As a Portfolio Advisor, you will be responsible for advising high-net-worth clients on investment opportunities and portfolio management.

Key Responsibilities
  1. Analyse client portfolios to identify areas for improvement and develop customized investment strategies.
  2. Provide regular portfolio updates and recommendations to clients.
  3. Collaborate with internal teams to ensure seamless execution of investment plans.
Qualifications
  • 5+ years of experience in private wealth management or a related field.
  • A strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills.