Private Wealth Advisor
About the job
*** The role is to be full-time in Riyadh.
About us
Vault is a pioneering wealth management firm dedicated to transforming the financial well-being of our clients in the GCC region. Our mission is to empower individuals and families to achieve their long-term financial aspirations through personalized financial planning and innovative wealth management solutions. We leverage cutting-edge technology to deliver goal-based advisory services through a seamless and intuitive digital platform.
Established to address the gap in high-quality, consistent financial advice for GCC residents, Vault is redefining the standards of high-net-worth wealth management in the UAE and beyond. Our approach combines human expertise with best-in-class digital tools to create a client-centric experience that fosters trust and long-lasting relationships.
About the Role
We're seeking someone passionate about financial planning, investment advice, and wealth management. This role would be meeting with our inbound leads to provide financial planning and wealth management advice as well as managing the relationship over long periods of time. This individual will also be responsible for attracting and retaining clients and helping clients achieve their financial goals.
Responsibilities:
- 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 and ongoing communication.
- Collaborate with the product team to provide feedback on the product and suggest improvements based on clients' 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, such as referrals and networking.
Requirements:
- Bachelor's degree in Finance, Economics, Business Administration or a related field.
- CFA Charterholder is highly desirable
- CMA certified is a plus
- Minimum of 5 years of experience in financial services
- Strong communication skills in English
- Excellent interpersonal skills and enjoys being part of the front office
- Ability to work effectively in a fast-paced and dynamic environment
