Investment Counsellor - Saudi Arabia
Fisher Investments
Employer Active
Posted 6 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
The 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 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 - Saudi Arabia
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