Investment Advisor | Early-stage Fintech Portfolio

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One of our early-stage Fintech portfolio companies is building the Middle East's first truly digital wealth management platforms, and they are now looking to hire an Investment Advisor to join the team and report directly to the Founders.

• 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
• Collaborate with the product team to provide feedback on the product and suggest improvements based on client's 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

• Bachelor's degree in Finance, Economics, Business Administration or a related field
• CFA Charter holder is highly desirable
• CME 1A, 1B is desirable
• Minimum of 5 years of experience in financial services
• Excellent interpersonal skills and enjoys being part of the front office
• Ability to work effectively in a fast-paced and dynamic environment
• Someone currently already in the region

Please apply to this role directly on Linked In. This is the only way to be considered for this role. Please do not DM any of our stakeholders about this position.

• Mid-Senior level

• Full-time

• Strategy/Planning and Sales

• Financial Services and Internet Marketplace Platforms

Riyadh, Riyadh, Saudi Arabia 22 hours ago