Location – Jeddah, Saudi

Salary – 35,000-50,000 SAR /month + bonus

Experience & Requirements:

• KSA National's only
• Bachelor’s degree in business/ finance/ computer science or in the relevant field
• CFA Level 1 passed or above or completed a formal training program in corporate, Asset or Wealth Management, in a reputable financial institution.
• 3-8 years experience in the industry or in a client facing role
• Demonstrable track record in private client wealth management and client management
• Fluent in Arabic and English
• Strong communication and interpersonal skills
• Excellent time management and coordination skills
• Excellent presentation skills
• Data Analysis and Data Etiquette
• Strong leadership skills and a team player
• Strong interest in investment banking and the financial market trends
• A dedicated leader with a sound knowledge of financial markets, wealth management products and the ability to build and establish long term relationships with investors
• Proactively source and develop new business from internal and external referral networks
• Excellent ability to listen, understand, and translate client’s needs, negotiate objectives and deliverables
• Curiosity and a desire to constantly innovate, seek challenges, and high on meeting the deadlines
• Someone with high integrity, who thinks out-of-the box with an entrepreneurial spirit
• A tech-savvy with an analytical mind who can analyze data and navigate obstacles in a logical way
• Resilience and able to handle stress well; someone who can thrive in an agile environment
• A team player who can cultivate a team culture aligned to the companies core values with a focus on Accountability, Dedication, Innovation, Integrity and Transparency

Responsibilities:

• Fluent in Arabic and English
• Strong communication and interpersonal skills
• Excellent time management and coordination skills
• Excellent presentation skills
• Data Analysis and Data Etiquette
• Strong leadership skills and a team player
• Strong interest in investment banking and the financial market trends

About the Role:

The Relationship Manager (RM) will be responsible for client relationship management, client prospecting and growing assets under management as per agreed budget. The RM will be responsible for using Digital medium and tools for assessing client’s investment goals and risk tolerance, the monitoring of all client investments and needs, as well as coordinating with the Investment Team on portfolio structure for growth. RM will use digital data for trends and analyze communications, contracts, and negotiations and to use the resources efficiently to execute company targeted plans.