Wealth Manager (Riyadh - Khobar - Jeddah)
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Key skills for this role
Role Overview
The Wealth Manager is a full-time, on-site role based in Riyadh, Jeddah, and Khobar, Saudi Arabia.
The role serves high-net-worth and affluent clients by understanding their objectives and developing comprehensive wealth management plans.
Key Skills for This Role
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Company Description
Yaqeen Capital is a Saudi investment company listed on the Saudi Exchange and licensed by the Capital Market Authority.
The company provides brokerage, asset management, investment banking, custody, and advisory services to individual and institutional clients.
Role Description
The Wealth Manager is a full-time, on-site role based in Riyadh, Jeddah, and Khobar, Saudi Arabia.
The role serves high-net-worth and affluent clients by understanding their objectives and developing comprehensive wealth management plans.
Responsibilities
- Assess client risk profiles, recommend investment and insurance solutions, monitor portfolio performance, and conduct regular review meetings.
- Collaborate with product and research teams to support compliant client solutions.
- Prospect new clients, achieve required targets, participate in client events, and support business growth.
Qualifications
- Strong financial planning skills covering goal-based planning, retirement planning, and wealth preservation.
- Proficiency in investment management, portfolio construction, asset allocation, and risk management.
- Understanding of finance principles, capital markets, and relevant financial products.
- Bachelor’s degree in finance, economics, business, or a related field.
- Experience in wealth management or investment advisory is required; Saudi or regional market experience is preferred.
- Strong communication, interpersonal, analytical, and attention-to-detail skills are required.
- Commitment to ethical conduct, regulatory compliance, and client confidentiality is required.
- Arabic and English proficiency are required.
- CME-1 certification is mandatory.
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