Assistant Financial Advisor

The Family Office Company BSC (c)


Date: 1 week ago
City: Riyadh
Contract type: Full time
Are you a proactive and results-driven professional with a passion for client engagement and business growth?

Join our team as an Assistant Financial Advisor, where you'll play a key role in identifying new opportunities, nurturing client relationships, and driving investment commitments.

Your Role

  • Identify and engage new clients via networking, referrals, and digital outreach
  • Stay updated on The Family Office products, investments, and market trends
  • Build relationships, assess needs, and drive account openings
  • Work with Relationship Management and servicing teams for smooth onboarding
  • Meet AUM and acquisition targets while tracking progress

Qualifications & Experience

  • Background in Treasury, Private Banking, or Wealth Management (preferred)
  • Bachelor's in Finance, Accounting, Investment or related
  • Experience in investment sales, client management, or capital markets

Skills & Competencies

  • Relationship Management: strong at building and maintaining client trust
  • Financial & Market Expertise in financial products, investments, & market trends
  • Fluent in Arabic and English, detail-oriented, and skilled in Microsoft Office
  • Tech & Adaptability: adopts digital tools & thrive in fast-paced environments

Due to the high volume of applications, only candidates selected for an interview will be contacted. Thank you for your understanding.

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