- Strong compensation package with lucrative incentives |Good career progression
- 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.
- 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
- Strong compensation package with lucrative incentives
- Good career progression
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Client Advisor
تم العثور عليها في: Talent SA C2 - منذ يومين
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Client Advisor
تم العثور عليها في: Talent SA C2 - منذ يومين
Bulgari S.P.A. Riyadh, المملكة العربية السعودية دوام كامل· Position · BVLGARI IS THE MAGNIFICENT AND CONTEMPORARY ROMAN HIGH JEWELER. · Since 1884, our creations inspired by Rome Heritage reflect extraordinary colored gemstones combinations, as well innovation and magnificence. · In order to complete our team driven by excellence and ...
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تم العثور عليها في: Talent SA C2 - منذ يومين
Kering Group Riyadh, المملكة العربية السعودية دوام كامل· Sales & Client Advisor page is loaded · Sales & Client Advisor · locationsRiyadh time typeFull time posted onPosted Today job requisition idR126578 · Summary · Job Family Group Description - Sales / Omni-Channel: · Combines all positions within the different sales channels: ...
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تم العثور عليها في: DrJobEN SA A2 - منذ 5 أيام
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تم العثور عليها في: One Red Cent EUR eFC C2 - منذ 4 أيام
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تم العثور عليها في: DrJobEN SA A2 - منذ 6 أيام
WhiteCrow Research Riyadh, المملكة العربية السعوديةAre you ready to embark on an exhilarating journey as a Contract Advisor? Our client is seeking a passionate individual to join their Planning and Program Services Unit, where you'll play a pivotal role in budget planning, contract strategies, and administration. This is your cha ...
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Client Solutions Specialist
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تم العثور عليها في: Talent SA A C2 - منذ 3 أيام
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Client Advisor - Riyadh, المملكة العربية السعودية - Michael Page
وصف
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
Quote job ref: JN