Investment Counsellor

Riyadh, Saudi Arabia

Posted 2 months ago

The Investment Counsellor (IC) role is focused on managing relationships with high‑net‑worth clients in Saudi Arabia from our office in Riyadh. You’ll understand our clients’ needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long‑lasting relationships. You will report to your Team Manager who will aid in your professional development.

• 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 and the market
• 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

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