Investment Advisor – Wealth Management

About the role

We are seeking a client‑focused Investment Advisor to manage relationships with high‑net‑worth (HNW) clients in Riyadh. You will work within a collaborative environment, acting as the primary liaison between clients and our investment, research, trading, and service teams.

Key responsibilities

• Build and maintain long‑term relationships with HNW clients, delivering top‑tier service.
• Manage a portfolio of client relationships and act as the main point of contact.
• Provide regular updates on portfolio adjustments, market developments, and investment strategies.
• Coordinate with investment, research, trading, and service departments to ensure seamless client experience.
• Participate in a comprehensive training program to deepen expertise in financial markets and capital management.

Required profile

• Minimum 5 years of experience serving private clients in banking or wealth management.
• Strong understanding of financial markets, products, and current economic trends.
• Ability to explain complex financial concepts clearly to diverse audiences.
• Client‑focused mindset with empathy, resilience, and a positive attitude in varying market conditions.
• Mandatory CME 1 certification; CME 4 preferred.
• CFA designation or equivalent qualification is a strong asset.

Required skills

• CME 1 certification
• CME 4 certification (preferred)
• Capital Management
• CFA designation
• Financial Markets knowledge

What we offer

• Dynamic, collaborative work environment.
• Comprehensive training to develop expertise in capital management.
• Opportunity to work with a reputable wealth‑management firm.