Wealth Manager- Certified Cfa/cfp

2 weeks ago


الرياض, Saudi Arabia Infinium Associates Full time

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



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