Investment Counsellor - Saudi Arabia
Fisher Investments ArabiaRiyadh, Saudi Arabia
Overview
At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.
- Schedule: Full Time
- Level: Professional
- Travel: Minimal
- Salary: Competitive
No Prospecting, No Cold-Calls, Book of Business Is Provided
Success Profile
At Fisher, our financial service professionals demonstrate the following traits, and all are equally important to their success.
- Communicator
- Competitive
- Detail-Oriented
- Multi-Tasker
- Persuasive
- Sincere
Culture
- Our financial professionals focus on providing unparalleled service in an industry generally known for cookie-cutter solutions and impersonal relationships. We believe clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.
- Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments or one of its subsidiaries might be the best place to take your career to the next level.
Potential Career Path
The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term, or decide to explore other groups and roles at the firm, you own your career journey. Where you go next at Fisher is up to you.
Helping clients is what we do best.
Join Private Client Services.
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Family Support
We support parents and families with Primary Caregiver, Parental Leave, paid time off, flexibility and resources.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.
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Career Growth
& DevelopmentLearning and development programs and resources support you as you build your Fisher career.
Responsibilities
Are you interested in joining an outstanding global investment enterprise and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?
Fisher Investments Arabia is the Saudi Arabia subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Saudi Arabia as we continue our expansion across the globe.
The Opportunity:
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Saudi Arabia from our office in Riyadh. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.
The Day-To-Day:
- Build long standing relationships with our clients, ensuring they always receive exceptional service
- Manage a book of high-net-worth client relationships
- Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams
- Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
- Gain advanced finance and capital markets education through our training program
Your Qualifications:
- 5+ years exposure to private clients within the banking/wealth management industry
- A sound knowledge of financial concepts, markets, current events and the market
- Connect with and educate a variety of audiences
- Maintain a positive personality and empathise with clients in good times and bad
- CME 4 certified is preferred
- CFA or similar education is beneficial
Why Fisher Investments Arabia:
The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.
Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
FISHER INVESTMENTS SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER
How to Find the Confidence and Skills to Make Your Mark on the Industry (Interview)
"I've always admired Fisher as a company that I would like to work for someday. I was already familiar with the services that Fisher offered and valued the communication with counselors, the process and education, and felt it would be the best fit for me as a planner."
Read More about finding your confidence and skills to make your mark on the industry
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