hireejobsgulf
Register for Job

Senior Financial Advisor

1.00 to 10.00 Years   Riyadh, Saudi Arabia   19 Apr, 2022
Halian
1 Jobs Openings
Job LocationRiyadh, Saudi Arabia
EducationNot Mentioned
SalaryNot Mentioned
IndustryOther Business Support Services
Functional AreaNot Mentioned

Job Description

Our Client:Our Client is a Category 1 Investment Firm that is currently looking for an experienced Senior Financial Advisor in Riyadh, KSA, who will be responsible for client relationship management, and hold the responsibility for risk tolerance, controlling clients investments and needs, and assessing clients investment goals.Your Responsibilities:

  • Being primary client contact and coordinate TFO?s interactions with the client as well as the interactions of all outside managers and other specialists, based on client directives
  • Offer new investment options as appropriate to client and adjust their portfolios as necessary
  • Grow, build and nurture long term lasting relationships with clients
  • Proactively hunt for leads from the existing network or build a new ones, developing book of business
  • Discuss client?s financial needs as per necessary and appropriate to carry out a risk tolerance in an appropriate way such that he or she can make an accurate and processional assessment of such needs and have the client complete the Investor Profile Questionnaire (IPQ)
  • Provide KYC documents (internal and external), as well as all Anti-Money Laundering, and any regulatory requirements are full filled and actioned
  • Monitor client investments to maintain conformity with his/her risk tolerance
  • Quarterly basis review of Policy & Procedure Manual
  • Work with Assets Allocation Product Specialist (?AAPS?) to identify risk tolerance of client to create Investment Policy Statements
Your Qualifications:
  • 8+ years of successful sales experience in the financial services industry
  • Minimum of bachelor?s degree from a recognized university or equivalent
  • Communication: Excellent written and oral communication skills in both Arabic and English
  • Commercial mindset: confident, good at building relationships, listening, showing empathy and understanding, energetic, positive, resilient in the face
  • Ability to multi ?task and work independently
  • Wide knowledge of brokerage/banking products and services
  • Shari?ah investment principles knowledge
Halian GroupWith over 20 years of experience, we have come to understand that innovation is the only way to provide agile, practical solutions that transform businesses and careers.Our tech-talent and smart services help you to realise tomorrow?s potential. Discover the amazing things possible when you bring the right people and the right technologies together.

Keyskills :

APPLY NOW

Related Jobs

© 2023 HireeJobsGulf All Rights Reserved