Investment Counsellor

Client of GulfBankers; Riyadh; On-site; SAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider is seeking an experienced Investment Counsellor in Riyadh. The candidate will manage investment portfolios, develop client relationships, and oversee real estate investments. Responsibilities include financial planning, investment management, and client satisfaction. Candidates must be fluent in Arabic and English, with strong sales and analytical skills. This role offers an opportunity to work in a dynamic environment focused on high-net-worth clients.

Qualifications

• Experience in financial planning and investment management.
• Ability to manage client relationships effectively.
• Proven track record in business development.

Responsibilities

• Responsible for managing investment deal flow.
• Oversee real estate investment portfolios and satisfy client needs.
• Generate leads for high-net-worth individuals.

Skills

Strong communication skills

Investment management skills

Fluency in Arabic

Fluency in English

Strong sales skills

Analytical skills

Job description

Investment Counsellor Jobs in Saudi Arabia

Responsible for financial planning, investment management, client relationship management, business development, and compliance, requiring strong communication and investment management skills.

Manage end-to-end investment deal flow, coordinate with Wealth Managers, oversee the project committee, and ensure client satisfaction in real estate.

The role involves overseeing multi-asset investment portfolios, advising clients, and developing relationships in the Middle East. Fluency in Arabic and English is required.

Generate leads for high net worth individuals, manage real estate investments, and establish partnerships while possessing strong sales and analytical skills.

Support deal execution, portfolio management, and program operations while identifying high-potential startups for investment.