Senior Manager Wealth Management – Riyadh, Jeddah

Job Specification

  • Number of Vacancies: 2
  • Job Type: Full-time
  • Experience: Minimum: 7-9 years
  • Industry: Brokerage/Asset Management
  • Nationalities: Saudi Nationals only

Job Summary

  • Functional Area: Wealth Management
  • Location: Riyadh, Jeddah, Saudi Arabia
  • Job Role: Senior Manager – Wealth Management
  • Reporting to: Chief Business Officer

The Company

Our client is a Sharia compliant Investment Company based in Riyadh, Saudi Arabia, offering a range of investment services and solutions aimed at individual as well as institutional and corporate customers. Offering a wide scope of Wealth Advisory products, they are looking for experienced Wealth Advisors in both Riyadh and Jeddah to aid their growth.


  • The Wealth Manager is responsible for maintaining and developing client-business relationships. They must have a strong understanding of Wealth Management products.
  • Develop creative solutions for existing clients, as well as pursue new clientele opportunities.
  • Help the business meet sales and revenue goals.
  • Perform research to identify new potential clients.
  • The Wealth Manager may create presentations to inform potential or existing clients about the banks products and investment services and must ensure that the client’s investment needs are met in-addition to an advisory role for proper distribution and diversification of wealth among asset classes.
  • Good exposure in Asset Management products and brokerage is essential.
  • The Wealth Manager should have strong communication and negotiation skills, as well as solid presentation skills.


Formal Education

  • Master’s degree in business or related field, from a reputable business school.
  • Professional certification such as (CME, CIWM, CISI, etc.) is an advantage.

Work Experience

  • Minimum 7-9 years’ experience in business development, sales and marketing with solid track record in wealth management.
  • Experienced in supervising teams as part of the execution process, including at least 4 years in a similar role.

Skills and Knowledge

  • Competent in written and spoken English and Arabic.
  • Excellent communication and negotiation skills.
  • An established track record in wealth management.
  • Detailed knowledge of wealth management products.
  • Reliable and ethical, respecting clients’ confidentiality.
  • Excellent financial planning and advisory skills.
  • Excellent sales and interpersonal skills.


  • Participates in overall strategy formulation and executes wealth management plans and ensures full compliance with regulations and policies.
  • Advices and provides guidance to clients and ensures constant review of existing client files to identify sales opportunities and manages new business pitches.
  • Improves the overall client relationship, delivering reliable administrative support and customer service in line with service standard.
  • Maintaining a strong working knowledge of client portfolios / products with the company.
  • Documents and produces file notes (call reports) after any client meetings, summarizing any additional actions required, including follow-up calls.
  • Ensure customers documentationsare complete and in compliance with regulations and wealth management policies and procedures.
  • Ensures the achievement of individual annual target.
  • Ensures full compliance with legal requirements, industry regulations, organizational policies and professional codes.
  • Participates in establishing a referral network with the parent company and find ways to maximize value from those connections.
  • Builds and maintains strong, long-lasting customer relationships specially with ultra-high-net-worth individuals and participate in maximizing AUM.

Interested candidates please send your CV and contact details to referencing ‘Wealth Manager’ in the subject to discuss