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Senior Associate ? Investment

3.00 to 5.00 Years   Riyadh, Saudi Arabia   12 Jan, 2022
Kinetic Business Solutions
1 Jobs Openings
Job LocationRiyadh, Saudi Arabia
EducationBachelor's degree / higher diploma
SalaryNot Mentioned
IndustryAccounting
Functional AreaNot Mentioned

Job Description

A leading Medical Devices company is actively recruiting for aSenior Associate ? Investmentto be based inRiyadh, KSA.?Please note that you must meet all the criteria set out below for your application to be considered. Suitable candidates will be contacted within 5 working days. If you are not contacted by us within that time, please consider your application unsuccessful on this occasion.Key aspects of the role include:

  • Providing support to Wealth Managers on area-specific analyses for clients or prospects.
  • Communicating with clients and responding to clients queries as required.
  • Reviewing client?s current situation and make recommendations for improvements.
  • Executing trades on behalf of clients for Wealth Managers.
  • Preparing analysis in support of client and firm requests.
  • Using goals-based planning program for client financial projections.
  • Attending investment committee meetings.
  • Managing workflow/prioritize projects.

Keyskills :

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