Roles & Responsibilities
- Manage the Private Banking Business in KSA.
- Build and maintain strong relationships with key clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide financial advice, investment recommendations, and wealth management solutions to clients.
- Develop and present strategies that align with clients’ risk profiles and long-term objectives.
- Monitor portfolio performance, make necessary adjustments, and ensure compliance with internal policies and regulatory requirements.
- Stay up to date with relevant financial regulations and industry best practices to ensure compliance with legal and regulatory standards.