| Job Location | Riyadh Saudi Arabia |
| Education | Not Mentioned |
| Salary | Not Mentioned |
| Industry | Financial Services |
| Functional Area | Not Mentioned |
The Client Advisor will play an integral role in building and managing client relationships and ensuring they have best-in-class investment advisory services and wealth and portfolio management capabilities. The position will also be responsible for new business development and sourcing new relationships - building investment opportunities as well as growing existing business relationships, assuring a holistic and seamless client experience.Client DetailsThe 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.DescriptionMaintain, manage and enhance HNW/UHNW/InstitutionalIdentify 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 objectivesExercise a high level of leadership in managing client relationships and making investment decisions within established guidelines and compliance frameworks.ProfileBachelors degree in finance, Economics orMBA in Finance and CFA would be an addedFluency in English and ArabicAt 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 addedJob OfferStrong compensation package with lucrative incentives Good career progression
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