Client Relationship Specialist
6 days ago
The Role
Fisher Investments Arabia is seeking a skilled Investment Counsellor to join our team in Riyadh, Saudi Arabia. As an Investment Counsellor, you'll be responsible for building and maintaining relationships with high-net-worth clients, understanding their needs, and educating them on portfolio changes.
Your Key Responsibilities:
Develop and maintain relationships with high-net-worth clientsUnderstand client needs and provide tailored solutionsAct as the conduit between our clients, our Investment Policy Committee, and other departmentsProvide updates on portfolio changes, financial markets, and our current market strategyPursue continuous learning and professional developmentYour Qualifications:
5+ years experience in private wealth managementStrong knowledge of financial markets and conceptsExcellent communication and interpersonal skillsCME 4 certified is preferredCFA or similar education is beneficialWe Offer:
A competitive salary and benefits package
Ongoing training and professional development opportunities
A collaborative working environment
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