puestos de Private Banker en Arabia Saudí
Private Wealth Advisor
Vault
Assurance – External Audit Director (Banking) – Riyadh, KSA
PwC Middle East
Private Wealth Advisor
Descripción de la vacante
A pioneering wealth management firm is seeking a passionate individual for a full-time role in Riyadh. This position involves providing financial planning and investment advice, managing client relationships, and attracting new clients. The ideal candidate should have a Bachelor's degree in Finance or related fields, strong communication skills, and at least 5 years of experience in financial services. Join us to help clients achieve their financial goals with innovative solutions.
Formación
- Minimum of 5 years of experience in financial services.
- Strong communication skills in English.
- Ability to work effectively in a fast-paced and dynamic environment.
Responsabilidades
- Provide financial advice to clients and help them make informed investment decisions.
- Develop and maintain strong client relationships.
- Generate new business by identifying and acquiring new clients.
Conocimientos
Educación
The role is to be full-time in Riyadh.
Vault is a pioneering wealth management firm dedicated to transforming the financial well-being of our clients in the GCC region. Our mission is to empower individuals and families to achieve their long-term financial aspirations through personalized financial planning and innovative wealth management solutions. We leverage cutting-edge technology to deliver goal-based advisory services through a seamless and intuitive digital platform.
Established to address the gap in high-quality, consistent financial advice for GCC residents, Vault is redefining the standards of high-net-worth wealth management in the UAE and beyond. Our approach combines human expertise with best-in-class digital tools to create a client-centric experience that fosters trust and long-lasting relationships.
We\'re seeking someone passionate about financial planning, investment advice, and wealth management. This role would be meeting with our inbound leads to provide financial planning and wealth management advice as well as managing the relationship over long periods of time. This individual will also be responsible for attracting and retaining clients and helping clients achieve their financial goals.
- Provide financial advice to clients and help them make informed investment decisions based on their circumstances and financial objectives.
- Develop and maintain strong client relationships by providing exceptional client service and ongoing communication.
- Collaborate with the product team to provide feedback on the product and suggest improvements based on clients\' feedback
- Keep up-to-date with industry trends and best practices in wealth management
- Generate new business by identifying and acquiring new clients through various channels, such as referrals and networking.
- Bachelor\'s degree in Finance, Economics, Business Administration or a related field.
- CFA Charterholder is highly desirable
- CMA certified is a plus
- Minimum of 5 years of experience in financial services
- Strong communication skills in English
- Excellent interpersonal skills and enjoys being part of the front office
- Ability to work effectively in a fast-paced and dynamic environment
* El índice de referencia salarialse calcula en base a los salarios que ofrecen los líderes de mercado en los correspondientes sectores. Su función es guiar a los miembros Prémium a la hora de evaluar las distintas ofertas disponibles y de negociar el sueldo. El índice de referencia no es el salario indicado directamente por la empresa en particular, que podría ser muy superior o inferior.
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