More jobs:
Investment Counsellor
Job in
Riyadh, Riyadh Region, Saudi Arabia
Listed on 2026-01-14
Listing for:
Forum International Management Consulting
Full Time, Seasonal/Temporary
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Join to apply for the Investment Counsellor role at Forum International Management Consulting
.
:
Riyadh, Saudi Arabia.
Posted 7 days ago.
Day-to-Day- Build long standing relationships with our clients, ensuring they always receive exceptional service.
- Manage a book of high-net-worth client relationships.
- Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams.
- Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy.
- Gain advanced finance and capital markets education through our training program.
- 5+ years exposure to private clients within the banking/wealth management industry.
- A sound knowledge of financial concepts, markets, current events.
- Connect with and educate a variety of audiences.
- Maintain a positive personality and empathise with clients in good times and bad.
- CME 4 certified is preferred.
- CFA or similar education is beneficial.
To apply for this job email your details to
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Finance and Sales
Industries:
Business Consulting and Services
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