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Wealth Manager (Riyadh - Khobar - Jeddah)
Yaqeen Capital
Riyadh, KSA
Full Time
Mid
Onsite
Today
Financial PlanningInvestment ManagementPortfolio ConstructionAsset AllocationRisk ManagementClient Relationship Management
Free
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Financial PlanningInvestment ManagementPortfolio Construction
About the Role
Yaqeen Capital seeks a Wealth Manager to build and maintain relationships with high-net-worth clients in Riyadh, Jeddah, and Khobar. The role involves developing comprehensive wealth management plans, assessing risk profiles, recommending investment solutions, and monitoring portfolio performance.
Key Skills for This Role
Financial PlanningInvestment ManagementPortfolio ConstructionAsset AllocationRisk ManagementClient Relationship Management
Responsibilities
- Build and maintain relationships with high net worth and affluent clients
- Assess client risk profiles and recommend suitable investment and insurance solutions
- Monitor portfolio performance and conduct regular review meetings
- Collaborate with internal product and research teams to ensure compliance
- Prospect new clients and achieve minimum required targets
- Participate in client events and contribute to business growth
Requirements
- Strong financial planning skills including goal based planning, retirement planning, and wealth preservation strategies
- Proficiency in investment management and portfolio construction
- Bachelor's degree in finance, economics, business, or related field
- Demonstrated experience in wealth management or investment advisory, preferably in Saudi or regional market
- CME 1 certification is a must
- Arabic and English language proficiency
Full Job Posting
Company Description
- Yaqeen Capital is a Saudi investment company listed on the Saudi Exchange and licensed by the Capital Market Authority under license number (37 06020).
- The firm provides comprehensive financial services including brokerage, asset management, investment banking, custody, and advisory services.
Role Description
- Build and maintain relationships with high net worth and affluent clients.
- Understand client financial objectives and develop comprehensive wealth management plans.
- Assess client risk profiles and recommend suitable investment and insurance solutions.
- Monitor portfolio performance and conduct regular review meetings.
- Collaborate with internal product and research teams, ensuring compliance with regulatory requirements.
- Prospect new clients, achieve minimum required target, participate in client events, and contribute to business growth.
Qualifications
- Strong financial planning skills including goal based planning, retirement planning, and wealth preservation strategies.
- Proficiency in investment management and investments, with experience in portfolio construction, asset allocation, and risk management.
- Solid understanding of finance principles, capital markets, and financial products.
- Bachelor's degree in finance, economics, business, or related field.
- Demonstrated experience in wealth management or investment advisory, preferably within the Saudi or regional market.
- Excellent interpersonal and communication skills.
- Strong analytical skills and attention to detail.
- Commitment to ethical conduct, regulatory compliance, and client confidentiality.
- Arabic and English language proficiency.
- CME 1 certification is a must.
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