Finance and Investment Specialist
5 days ago
Job Overview
- We are seeking a highly skilled Finance and Investment Specialist to join our team at Ta3meed. As a key member of our team, you will be responsible for building and maintaining investor trust through exceptional customer service and accurate information provision.
- In this role, you will also contribute to improving the overall investor experience by continuously learning about challenges and finding innovative solutions for growth.
Responsibilities
- Maintain strong relationships with existing and potential investors, ensuring their needs are met and exceeded.
- Provide timely and effective responses to inquiries, addressing concerns and resolving complaints in a professional manner.
- Evaluate the financial suitability of investors as required, assessing their investment goals and risk tolerance.
- Implement and maintain robust customer due diligence procedures (KYC), ensuring compliance with regulatory requirements.
- Develop and implement Anti-Money Laundering procedures, safeguarding against illicit activities.
- Prepare detailed reports and present them to senior management, facilitating informed decision-making.
Work Environment: Riyadh
Experience: Entry-level professionals or fresh graduates in Finance
Qualification: Bachelor's degree in Finance or related field
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