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    Client Advisor - Riyadh, المملكة العربية السعودية - Michael Page

    Michael Page
    Michael Page Riyadh, المملكة العربية السعودية

    تم العثور عليها في: Talent SA C2 - منذ يومين

    Michael Page background
    دوام كامل
    وصف
    • Strong compensation package with lucrative incentives |Good career progression

    About Our Client

    The client is a leading independent financial services firm providing financial advisory services to private investment offices of select families and UHNWI. The client is an outsourced CIO advisory with multi-million AUA.

    Job Description

    • Maintain, manage and enhance HNW/UHNW/Institutional
    • Identify and pursue business development opportunities, including referrals and networking to expand client base, participate in revenue generation targets and growth of AuA.
    • Balance client relationships, prospect building, portfolio monitoring and growth as well as administrative compliance on a day-to-day and longer-term basis.
    • Monitor and review client portfolios regularly to ensure the performance and allocation is aligned with clients' objectives
    • Exercise a high level of leadership in managing client relationships and making investment decisions within established guidelines and compliance frameworks.

    The Successful Applicant

    • Bachelor's degree in finance, Economics or
    • MBA in Finance and CFA would be an added
    • Fluency in English and Arabic
    • At least 5 years of experience (and a successful track record) in investment banking or a related field in investment advisory such as portfolio or wealth management.
    • Experience with advising/ setting up/implementing multifamily office capabilities would be an added

    What's on Offer

    • Strong compensation package with lucrative incentives
    • Good career progression

    Contact: Shahzeb Alam

    Quote job ref: JN

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