Senior Financial Advisor

17 يوليو، 2022

0 5 دقيقة واحدة

Job Description

Our Client:
Our Client is a Category 1 Investment Firm that is currently looking for an experienced Senior Financial Advisor in Riyadh, KSA, who will be responsible for client relationship management, and hold the responsibility for risk tolerance, controlling clients investments and needs, and assessing clients investment goals.
Your Responsibilities:

Being primary client contact and coordinate TFO's interactions with the client as well as the interactions of all outside managers and other specialists, based on client directives
Offer new investment options as appropriate to client and adjust their portfolios as necessary
Grow, build and nurture long term lasting relationships with clients
Proactively hunt for leads from the existing network or build a new ones, developing book of business
Discuss client's financial needs as per necessary and appropriate to carry out a risk tolerance in an appropriate way such that he or she can make an accurate and processional assessment of such needs and have the client complete the Investor Profile Questionnaire (IPQ)
Provide KYC documents (internal and external), as well as all Anti-Money Laundering, and any regulatory requirements are full filled and actioned
Monitor client investments to maintain conformity with his/her risk tolerance
Quarterly basis review of Policy & Procedure Manual
Work with Assets Allocation Product Specialist (AAPS) to identify risk tolerance of client to create Investment Policy Statements

Your Qualifications:

8+ years of successful sales experience in the financial services industry
Minimum of bachelor's degree from a recognized university or equivalent
Communication: Excellent written and oral communication skills in both Arabic and English
Commercial mindset: confident, good at building relationships, listening, showing empathy and understanding, energetic, positive, resilient in the face
Ability to multi -task and work independently
Wide knowledge of brokerage/banking products and services
Shari'ah investment principles knowledge

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