Job Specification

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

Job Summary

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

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 Relationship Managers in both Riyadh and Jeddah to aid their growth.


  • To develop new business from new and existing clients and actively seek new sales opportunities.
  • In charge of building long-term relationships with customers and generally stay with customers for the length of their relationship with the company. The goal is to keep clients or accounts as long as possible.
  • Meet annual goals / target set by manager to RM.


Formal Education

  • Bachelor’s degree in Business Administration or related fields
  • CME1 qualified

Work Experience

  • Minimum of 2 years’ sales management experience.
  • Knowledge and familiarity with similar products

Skills and Knowledge

  • Thorough knowledge and experience of marketing and sales;
  • Thorough knowledge of company products;
  • Excellent sales and interpersonal skills;
  • Excellent planning and organizing skills;
  • Impressive record of achieving targets
  • Good negotiating skills


  • Improving the overall client relationship, delivering reliable administrative support and customer service
  • Maintaining a strong working knowledge of client portfolios / products with the company
  • Ensure product documentation including account opening forms is at all times correct and appropriate
  • Establish sales objectives by forecasting and developing annual sales quotas for regions and territories
  • Ensure product documentation including account opening forms is at all times correct and appropriate
  • Cultivate and manage relationships with the bank (parent company) to ensure to promote cross selling
  • Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs
  • Market a full range of products and services in a diversified manner to existing and new clients


  • Strong negotiation skills
  • Results Driven
  • Meeting Sales Goals
  • Confident selling and marketing products
  • Reliable and ethical, respecting clients confidentiality
  • Business Acumen
  • Teamwork Orientation
  • Problem Solving

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