Investment Counsellor

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Saudi Arabia from our office in Riyadh. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.

The Day-To-Day :

Build long standing relationships with our clients, ensuring they always receive exceptional service

Manage a book of high-net-worth client relationships

Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams

Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy

Gain advanced finance and capital markets education through our training program

Your Qualifications :

5+ years exposure to private clients within the banking / wealth management industry

A sound knowledge of financial concepts, markets, current events and the market

Connect with and educate a variety of audiences

Maintain a positive personality and empathise with clients in good times and bad

CME 4 certified is preferred

CFA or similar education is beneficial

Why Fisher Investments Arabia :

The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.

Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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