الوصف الوظيفي
A leading Medical Devices company is actively recruiting for a Senior Associate – Investment to be based in Riyadh, KSA.
Please note that you must meet all the criteria set out below for your application to be considered. Suitable candidates will be contacted within 5 working days. If you are not contacted by us within that time, please consider your application unsuccessful on this occasion.
Key aspects of the role include:
Providing support to Wealth Managers on area-specific analyses for clients or prospects.
Communicating with clients and responding to clients queries as required.
Reviewing client’s current situation and make recommendations for improvements.
Executing trades on behalf of clients for Wealth Managers.
Preparing analysis in support of client and firm requests.
Using goals-based planning program for client financial projections.
Attending investment committee meetings.
Managing workflow/prioritize projects.
المهارات
To be successful you will need to meet the following:
Holds a bachelor’s degree in Finance.
3 to 5 years of experience in the wealth management/advisory/consulting industry or related industry.
General knowledge of markets and financial planning.
Knowledge of financial operational processes in serving clients.
Excellent organization, communication and interpersonal skills, and ability to take immediate ownership of his/her work.
Strong work ethic and be a team player.
CFA, CFP or other advanced qualifications is a must.
Excellent knowledge of Microsoft Office suite (emphasis on Excel).
تفاصيل الوظيفة
منطقة الوظيفة الرياض, المملكة العربية السعودية
قطاع الشركة المحاسبة
طبيعة عمل الشركة شركة توظيف
الدور الوظيفي التمويل والإستثمار
نوع التوظيف غير محدد
الراتب الشهري غير محدد
عدد الوظائف الشاغرة غير محدد
المرشح المفضل
المستوى المهني متوسط الخبرة
عدد سنوات الخبرة الحد الأدنى: 3 الحد الأقصى: 5
منطقة الإقامة المملكة العربية السعودية
الشهادة بكالوريوس/ دبلوم عالي
https://www.bayt.com/ar/saudi-arabia/jobs/senior-associate-investment-4471175/
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