Finance and Investment Specialist

5 days ago


Riyadh, Ar Riyāḑ, Saudi Arabia Ta3meed Full time

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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