Investment Relationship Officer

About the role

A leading investment management firm is expanding its presence in Saudi Arabia and seeks an Investment Relationship Officer. The role focuses on engaging high‑net‑worth individuals who have expressed interest in professional investment advisory and discretionary portfolio solutions.

Key responsibilities

• Engage and qualify prospects who have requested information on investment services.
• Conduct structured, in‑person meetings to assess financial goals, risk appetite and portfolio needs.
• Explain investment strategies and long‑term portfolio solutions in a clear, client‑friendly manner.
• Manage the full client acquisition lifecycle from initial contact through onboarding.
• Maintain a robust pipeline through consistent business‑development activity.
• Uphold the highest ethical, regulatory and professional standards at all times.

Required profile

• Minimum 5 + years of experience in wealth management, private banking, investment advisory or related fields.
• Demonstrated, quantifiable success in sales or advisory roles with high‑net‑worth clients.
• Strong understanding of capital markets, investment products and long‑term portfolio construction.
• Relevant local certifications preferred (e.g., CME Level 1); CFA or equivalent is an advantage.
• Saudi national, in line with local workforce localization requirements.

Required skills

• Capital Markets
• Private Banking
• Portfolio Construction
• Investment Advisory
• Wealth Management
• CME Level 1
• Investment Products
• CFA