Investment Counsellor

Client of GulfBankers

Employer Active

Posted on 28 Apr

Experience

5 - 7 Years

Job Location

Riyadh - Saudi Arabia

Education

Bachelor of Commerce(Commerce), MBA/PG Diploma in Business Mgmt

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

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

Desired Candidate Profile

5+ years exposure to private clients within the banking/wealth management industry

A sound knowledge of financial concepts, markets, current events and the market

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

Company Industry

  • Banking
  • Financial Services
  • Broking

Department / Functional Area

  • Finance
  • Treasury

Keywords

  • Investment Counsellor

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Client of GulfBankers

https://gulfbankers.com/job/investment-counsellor/

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