Job Type
Full-time
Work Type
On-Site
Location
Riyadh, Saudi Arabia
Experience
2 - 4 years
We are seeking an experienced Wealth Relationship Manager to join our expanding team in the KSA region. This role focuses on acquiring new High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, while delivering tailored investment solutions that align with their financial goals. A key focus will be on achieving set targets for raising required funds and contributing to the firm's growth.
Key Responsibilities:
- Source and acquire new HNW/UHNW clients, focusing on expanding the firm's client base and achieving fundraising targets.
- Build and maintain long-term relationships with clients, understanding their unique financial objectives.
- Provide tailored investment strategies, aligning with clients’ risk profiles, goals, and prevailing market conditions in the KSA region.
- Monitor client portfolios, providing regular performance updates and strategic recommendations to optimize returns.
- Act as a trusted advisor, offering comprehensive financial planning, risk management, and wealth preservation solutions.
- Stay current on market trends, regulatory changes, and economic factors impacting wealth management in KSA region.
- Ensure high levels of client satisfaction by addressing inquiries and concerns promptly and professionally.
Requirements:
- Proven track record in wealth management, private banking, or similar client-facing roles, ideally within the KSA market.
- Strong expertise in investment products, including equities, fixed income, private equity, and alternative investments.
- Demonstrated success in acquiring HNW/UHNW clients and meeting fundraising targets.
- Excellent communication and interpersonal skills, with the ability to build trust and long-lasting client relationships.
- Strong analytical and problem-solving skills to assess client needs and develop tailored solutions.
- In-depth knowledge of regulatory frameworks relevant to wealth management in the KSA.
- A results-driven mindset with a focus on achieving client satisfaction and revenue growth.
What We Offer:
- Competitive salary package with performance-based bonuses.
- Comprehensive benefits, including healthcare top-tier health insurance
- Paid leave, including vacation and sick leave as per UAE Law.
- Professional development opportunities and clear pathways for career advancement.
- Exposure to HNW/UHNW clients and sophisticated investment solutions in the fast-growing KSA market.
- Ongoing career development training and certification programs.
Join Us:If you are driven to excel in wealth management and are passionate about acquiring and managing HNW/UHNW clients, we invite you to apply.
Send Your Resume To:
We look forward to reviewing your application.