Investment Counsellor - Saudi Arabia | Riyadh, SA

Fisher Investments; Riyadh; On-site; USD 60,000 - 120,000; Full time

Job summary

Join a leading global investment firm as an Investment Counsellor, where you'll manage relationships with high-net-worth clients in Riyadh. This role offers the opportunity to educate clients on financial markets and portfolio strategies while receiving advanced training in finance and capital markets. Be part of a collaborative team that values your unique skills and perspectives, and contribute to a culture that prioritizes client success. If you're passionate about finance and client service, this is your chance to make a significant impact in the investment industry.

Qualifications

• 5+ years in banking/wealth management with private clients.
• Strong understanding of financial concepts and markets.

Responsibilities

• Manage high-net-worth client relationships and provide exceptional service.
• Educate clients on portfolio changes and financial markets.

Skills

Client Relationship Management

Financial Market Knowledge

Communication Skills

Empathy

Education

CFA or similar education

CME 4 certification

Job description

Are 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?

Fisher Investments Arabia is the Saudi Arabia subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Saudi Arabia as we continue our expansion across the globe.

The Opportunity:

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.

The Day-To-Day:

1. Build long standing relationships with our clients, ensuring they always receive exceptional service
2. Manage a book of high-net-worth client relationships
3. Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams
4. Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
5. Gain advanced finance and capital markets education through our training program

Your Qualifications:

1. 5+ years exposure to private clients within the banking/wealth management industry
2. A sound knowledge of financial concepts, markets, current events and the market
3. Connect with and educate a variety of audiences
4. Maintain a positive personality and empathise with clients in good times and bad
5. CME 4 certified is preferred
6. CFA or similar education is beneficial

Why Fisher Investments Arabia:

The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.

Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

FISHER INVESTMENTS SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER