Wealth Manager- Certified Cfa/cfp
2 weeks ago
The Wealth Manager is responsible for managing portfolios of high-net-worth clients, providing personalized investment advice, and developing comprehensive wealth management strategies. They analyze clients' financial goals and risk tolerance, offering customized investment solutions from the company's funds. Wealth managers aim to maximize returns while minimizing risks, ensuring client satisfaction, and building long-term relationships based on trust and financial expertise.
1. Educational Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
**2. Professional Certifications**:
**o Certified Financial Planner (CFP)**
**o Chartered Financial Analyst (CFA)**
**Key Competencies (applicable to all employees)**:
Investment Analysis
Portfolio Management
Financial Modeling
Risk Management
Relationship Management
Pay: ﷼30,000.00 - ﷼40,000.00 per month
-
Investment Counsellor
1 week ago
الرياض, Saudi Arabia Fisher Investments Full timeAre you interested in joining an outstanding global investment enterprise and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The Opportunity**: The...
-
Certifying Workshop Technician
2 days ago
الرياض, Saudi Arabia Jet Aviation AG Full time**Certifying Workshop Technician**: - Location: Riyadh, Al Riyadh, SA, Riyadh - Flexible Work Arrangement: Onsite - Job Category: Aircraft Maintenance Repair & Overhaul (MRO) - Career Level: Professional - Requisition Id: 3423 **Position Summary**: **Main Responsibilities**: Perform maintenance, repair, overhaul, and inspection of aircraft wheels as...
-
Private Bank
1 week ago
الرياض, Saudi Arabia Deutsche Bank Full time**Private Bank - Relationship Manager, Saudi Onshore DSSA**: **Job ID**:R0343309**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-11-04**Location**:Riad**Position Overview**: **Details of the Division and Team**: Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of...
-
Private Bank
1 week ago
الرياض, Saudi Arabia Deutsche Bank Full time**Details of the Division and Team**: Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and...
-
Senior Relationship Manager
6 days ago
الرياض, Saudi Arabia Gulf International Bank Full timeSenior Relationship Manager - Private Banking **Position**: Senior Relationship Manager - Private Banking **Location**: Riyadh **Key Responsibilities**: - HNWI Client Acquisition & Relationship Management. - Archive own portfolio financial targets. - Building and maintaining relationships with high-net-worth (HNW) clients base. - Managing a portfolio of...
-
Regional Vice President
2 weeks ago
الرياض, Saudi Arabia Fisher Investments Full time**The Opportunity**: As a Regional Vice President with Fisher Investments Arabia, you will contact high-net-worth prospective clients who have expressed interest in learning more about our services. You will meet with them to learn more about their financial situation and educate them about how we may be able to help. This position is highly entrepreneurial...
-
الرياض, Saudi Arabia Marsh & McLennan Companies, Inc. Full timeFantastic career opportunity for a KSA National with Wealth Management experience **Company**: Mercer **Description**: The Sales Support Specialist plays a crucial role in supporting the sales team to introduce Mercer's advisory and delegated solutions services. The specialist will be responsible for providing administrative, technical, and operational...
-
Eagle Data Modeler
2 days ago
الرياض, Saudi Arabia Cognizant Full time**Job Summary** **Responsibilities** - Lead the development and implementation of MicroStrategy solutions to meet business requirements. - Oversee the design and maintenance of Eagle Datamodels to ensure data integrity and performance. - Provide expertise in Eagle Reference Data RDC to streamline data management processes. - Utilize Eagle Performance Link...
-
Manager - Financial Planning and Analysis
2 weeks ago
الرياض, Saudi Arabia Qiddiya Investment Company Full timeQiddiya Investment Company is leading the transformation of the entertainment landscape in Saudi Arabia, and we are seeking a detail-oriented and strategic thinker to join our team as Manager - Financial Planning and Analysis. In this pivotal role, you will support the financial planning processes and provide insights that drive business decisions. The...
-
Audit Manager
5 hours ago
الرياض, Saudi Arabia Premier Brains Full time**We’re Hiring: Audit Manager - Riyadh, KSA** **Role Overview** The Audit Manager plays a critical role in ensuring the integrity and accuracy of financial and operational processes within the organization. This role involves planning, managing, and executing audit assignments while aligning with regulatory compliance and best practices. As the Audit...