Wealth Relationship Manager

Bachelor of Commerce, Bachelor of Business Administration

Nationality: Any

Job Description:

We are seeking an experienced Wealth Relationship Manager to join our expanding team in the KSA region. This role focuses on acquiring new High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, while delivering tailored investment solutions that align with their financial goals. A key focus will be on achieving set targets for raising required funds and contributing to the firm's growth.

Key Responsibilities:

• Source and acquire new HNW/UHNW clients, focusing on expanding the firm's client base and achieving fundraising targets.
• Build and maintain long-term relationships with clients, understanding their unique financial objectives.
• Provide tailored investment strategies, aligning with clients’ risk profiles, goals, and prevailing market conditions in the KSA region.
• Monitor client portfolios, providing regular performance updates and strategic recommendations to optimize returns.
• Act as a trusted advisor, offering comprehensive financial planning, risk management, and wealth preservation solutions.
• Stay current on market trends, regulatory changes, and economic factors impacting wealth management in the KSA region.
• Ensure high levels of client satisfaction by addressing inquiries and concerns promptly and professionally.

Requirements:

• Proven track record in wealth management, private banking, or similar client-facing roles, ideally within the KSA market.
• Strong expertise in investment products, including equities, fixed income, private equity, and alternative investments.
• Demonstrated success in acquiring HNW/UHNW clients and meeting fundraising targets.
• Excellent communication and interpersonal skills, with the ability to build trust and long-lasting client relationships.
• Strong analytical and problem-solving skills to assess client needs and develop tailored solutions.
• In-depth knowledge of regulatory frameworks relevant to wealth management in the KSA.
• A results-driven mindset with a focus on achieving client satisfaction and revenue growth.

What We Offer:

• Competitive salary package with performance-based bonuses.
• Paid leave, including vacation and sick leave as per Law.
• Professional development opportunities and clear pathways for career advancement.
• Exposure to HNW/UHNW clients and sophisticated investment solutions in the fast-growing KSA market.
• Ongoing career development training and certification programs.

Join Us: If you are driven to excel in wealth management and are passionate about acquiring and managing HNW/UHNW clients, we invite you to apply.

Send Your Resume To: +971502974220

We look forward to reviewing your application.