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Senior Wealth Advisor - KSA
Vault
Riyadh, KSA
Full Time
Senior
1 months ago
Financial PlanningWealth ManagementInvestment AdviceClient Relationship ManagementBusiness DevelopmentArabic
Free
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Financial PlanningWealth ManagementInvestment Advice
About the Role
Vault seeks a Senior Wealth Advisor in KSA to provide financial planning and wealth management advice to inbound leads, manage client relationships, and generate new business. Requires a bachelor's degree in finance or related field, 5+ years of financial services experience, and fluency in Arabic and English.
Key Skills for This Role
Financial PlanningWealth ManagementInvestment AdviceClient Relationship ManagementBusiness DevelopmentArabic
Responsibilities
- Provide financial advice to clients and help them make informed investment decisions
- Develop and maintain strong client relationships by providing exceptional client service and ongoing communication
- Collaborate with the product team to provide feedback and suggest improvements based on clients’ feedback
- Keep up to date with industry trends and best practices in wealth management
- Generate new business by identifying and acquiring new clients through referrals and networking
Requirements
- Bachelor's degree in Finance, Economics, Business Administration or a related field
- Minimum of 5 years of experience in financial services
- Fluency in both Arabic and English
- Excellent interpersonal skills and enjoys being part of the front office
- Ability to work effectively in a fast paced and dynamic environment
- CFA Charterholder is desirable
- CME 1A, 1B is desirable
Full Job Posting
About Vault
- Vault delivers a next generation private banking experience by providing unparalleled access to a wide range of investment solutions without conflicts of interest. Regulated by the FSRA in ADGM, UAE, and the CMA in KSA, Vault prioritizes transparency and client success over financial product sales.
About the Role
- We’re seeking someone passionate about financial planning, investment advice, and wealth management. Meet with our inbound leads to provide financial planning and wealth management advice as well as manage the relationship over long periods of time. This individual will also be responsible for attra
Responsibilities
- Provide financial advice to clients and help them make informed investment decisions based on their circumstances and financial objectives.
- Develop and maintain strong client relationships by providing exceptional client service and ongoing communication.
- Collaborate with the product team to provide feedback on the product and suggest improvements based on clients’ feedback.
- Keep up to date with industry trends and best practices in wealth management.
- Generate new business by identifying and acquiring new clients through various channels, such as referrals and networking.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration or a related field.
- CFA Charterholder is desirable.
- CME 1A, 1B is desirable.
- Minimum of 5 years of experience in financial services.
- Fluency in both Arabic and English.
- Excellent interpersonal skills and enjoys being part of the front office.
- Ability to work effectively in a fast paced and dynamic environment.
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