Financial Advisor

TRIVERSA Holding | ترايفيرسا القابضة

Riyadh, KSA

Full Time

Mid

Hybrid

4 days ago

Financial PlanningFinancial AdvisoryInvestmentsRetirement PlanningPortfolio ConstructionRisk Assessment

Free

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Key skills for this role

Financial PlanningFinancial AdvisoryInvestments

This full time Financial Advisor role at TRIVERSA Holding is a hybrid position based in Riyadh, with flexibility for partial work from home.
The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and develop tailored financial plans covering savings, investments, and retirement objectives.
The role includes providing ongoing financial advice, monitoring portfolio performance, and adjusting strategies in response to market changes and client needs.
The Financial Advisor will prepare clear reports and recommendations, explain complex financial concepts in an accessible way, and ensure compliance with relevant regulations and internal policies.
Collaboration with internal teams to align advisory services with the company’s broader financial offerings and maintaining up to date knowledge of financial products and market trends are key aspects of the position.

Strong skills in Financial Planning and Financial Advisory, with the ability to design and present comprehensive, client focused strategies.
Solid foundation in Finance and Investments, including portfolio construction, risk assessment, and product selection.
Experience in Retirement Planning, helping clients structure long term income and asset allocation for retirement.
Excellent analytical, quantitative, and problem solving abilities, with attention to detail and accuracy in financial modeling.
Clear and professional communication skills, with the ability to build trust, manage client relationships, and present complex information simply.
Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA or equivalent) are an advantage.
Familiarity with financial planning software, CRM tools, and standard office applications; strong organizational and time management skills.
Commitment to ethical conduct, regulatory compliance, and continuous professional development, with the ability to work effectively in a hybrid environment in Riyadh.