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Senior Financial Advisor

8.00 to 15.00 Years   Riyadh, Saudi Arabia   22 Apr, 2022
Forefront
4 Jobs Openings
Job LocationRiyadh, Saudi Arabia
EducationNot Mentioned
Salary$10,000 - $15,000
IndustryFinancial Services
Functional AreaNot Mentioned

Job Description

Our client is a leading regulated Wealth Management company in the Market that preserves multi-generational wealth of clients in the GCC. It identifies investment, assess Return on Investment, and manage clients? portfolios. It is currently looking for Senior Financial Advisor to join its team in Riyadh. The candidate will be responsible for client relationship management, client prospecting and growing assets under management as per agreed budget. The Senior Financial Advisor is responsible for assessing client?s investment goals and risk tolerance, the monitoring of all client investments and needs, as well as coordinating with the Investment Team on portfolio structure.Senior Financial Advisor Responsibilities:

  • Act as primary client contact and coordinate interactions with the client as well as the interactions of all outside managers
  • Adjust client portfolios and offer new investment options as appropriate
  • Build and maintain long term business relationships with clients
  • Discuss all aspects of the client?s financial needs and risk tolerance in an appropriate manner 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)
  • Ensure that all KYC documents (internal and external) are provided, as well as all Anti-Money Laundering, and any regulatory requirements are full filled
  • Monitor client investments to maintain conformity with his/her risk tolerance
  • Review Policy & Procedure Manual on a quarterly basis
  • Work with Assets Allocation Product Specialist (?AAPS?) to identify the risk tolerance of client and to create Investment Policy Statements (IPS)

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