Investment Counsellor

Forum International Management Consulting; Riyadh; On-site; SAR 150,000 - 200,000; Full time

Job summary

A leading management consulting firm in Riyadh is seeking an experienced Investment Counsellor. This role involves managing high-net-worth client relationships, providing exceptional service, and ensuring effective communication about financial strategies and market conditions. The ideal candidate has over 5 years in wealth management and strong knowledge of financial concepts. Certifications such as CFA or CME 4 are preferred. Competitive compensation is offered with full-time employment.

Qualifications

• 5+ years of experience in private banking/wealth management.
• Strong understanding of financial concepts and current events.
• Ability to communicate effectively with diverse audiences.

Responsibilities

• Build lasting relationships with clients for exceptional service.
• Manage high-net-worth client relationships.
• Update clients on portfolios and financial strategies.

Skills

Client relationship management

Financial market knowledge

Effective communication

Empathy

Education

CFA or similar certification

CME 4 certification

Job description

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.

Your Qualifications

• 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 [e-mail]

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Business Consulting and Services