Assistant Financial Advisor - Saudi Arabia

Assistant Financial Advisor - Saudi Arabia Posted 03 March 2020
  • Saudi Arabia

Gulfconnexions has been invited to support our client who is a reputed wealth management firm within Saudi Arabia to support them with their current recruitment drive. Our client works closely with a number of global experts in the market within their respective fields as well as professionals who pride themselves on providing their independent recommendations.

 

We are currently looking to identify an Assistant Financial Advisor who will be responsible for relationship management of the exisiting client base as well as the acquisition of new clients and having a focus on growing the assets under management portfolio.

 

Responsibilities:

 

  • Build and maintain long-term business relationships with clients.
  • Develop a book of business
  • Develop and update IMap
  • Discuss all aspects of the client’s financial needs and risk tolerance in an appropriate manner such that he or she can make an accurate and               processional assessment of such needs and have the client complete the Investor Profile Questionnaire (IPQ)

 

Requirements:

 

  • 3 - 5 years’ experience in banking experience  
  • Demonstrable track record in private client wealth management and family office advisory and client management
  • Clear and precise communicator: both oral and written
  • Knowledge of a wide variety of brokerage/banking products and services
  • Candidate must be Saudi national.

 

 

 

Send your application to mariam.ejiar@gulfconnexions.com  with the subject "Assistant Financial Advisor - KSA".

 

 

*Applications will only be considered if you have the relevant experience and your skill set match those required and stipulated within the advert text 

 

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