Investment Advisor - Wealth Management
Listed on 2026-01-05
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Finance & Banking
Financial Consultant, Wealth Management
HI Partners is currently seeking a skilled and client-focused Investment Advisor with expertise on HNW clients on behalf of one of our reputable clients, a well-established and highly regarded firm in the Wealth Management industry.
This is an exciting opportunity to manage relationships with high-net-worth clients in a dynamic and collaborative environment, where you will play a pivotal role in delivering outstanding service and driving investment success. If you are passionate about financial markets and building strong client relationships, we invite you to explore this opportunity.
Key Responsibilities- Build and maintain long-term relationships with high-net-worth clients, delivering top-tier service and support.
- Manage a portfolio of client relationships.
- Act as a key point of contact between clients, the investment team, research and trading departments, and service teams.
- Regularly update clients on portfolio adjustments, financial markets, and investment strategies, ensuring they are informed and confident in their decisions.
- Develop your expertise in financial markets and capital management through a comprehensive training program.
- At least 5 years of experience working with private clients in the banking or wealth management sector.
- Strong understanding of financial markets, products, and current economic trends.
- Ability to explain complex financial concepts clearly and adapt communication to different audiences.
- Client-focused mindset with empathy, resilience, and a positive attitude in both favorable and challenging market conditions.
- CME 1 is mandatory - CME 4 certification is preferred.
- CFA designation or similar qualification is considered a strong asset.
This opportunity is limited to professionals who are legally authorized to work in Saudi Arabia
.
Candidates not based in Saudi Arabia or without local work rights will not be considered.
How to ApplyIf you're ready to unlock your sales potential in the private wealth sector, let’s talk.
Please send your CV and a brief cover letter to info
.
At HI Partners, we believe that being human is what makes the difference
.
We look beyond titles and CVs — we partner with talented professionals who combine expertise, empathy, and performance. Our mission is to match people and companies that grow together.
Your application will be treated with complete confidentiality and in accordance with applicable data protection laws.
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