The Family Office Company BSC (c) in Saudi Arabia is a prestigious institution dedicated to safeguarding and enhancing family wealth for future generations. With a legacy spanning two decades, we are committed to excellence and are currently seeking a dynamic Senior Financial Advisor to join our team. As a Senior Financial Advisor at The Family Office, you will play a crucial role in managing client relationships, driving growth in assets under management, and collaborating with our Investment Team to optimize portfolios for optimal outcomes.
In this role, your key responsibilities will include introducing new High Net Worth clients to The Family Office, acting as the primary client contact, and presenting our innovative products and services in a compelling manner. You will also be responsible for continuously enhancing your expertise in wealth management by staying abreast of regional market trends and developing a comprehensive understanding of the dynamic international alternative offerings market. Additionally, you will lead by example in client relationship management, empowering junior RMs to expand the share of wallet for existing clients while contributing to the firm's core development through driving change and empowering colleagues and clients.
The ideal candidate for this position should have a minimum of a bachelor’s degree from a recognized university or equivalent, with a CFA qualification preferred. Previous experience selling investment products is considered a plus. Excellent communication and organizational skills are essential qualities for this role, along with being outgoing, self-motivated, and a team player. At The Family Office, we offer more than just a job - we provide comprehensive benefits, work-life balance, professional development opportunities, vibrant company culture, unique perks, and amenities to support both your personal and professional growth. Join us at The Family Office and be part of reshaping the future of family wealth - where legacy meets innovation.
We invite experienced financial advisors looking to elevate their careers to apply for the Senior Financial Advisor position at The Family Office. This role is ideal for individuals who are passionate about wealth management, client relationships, continuous learning, collaboration with colleagues and clients alike. If you are ready to make an impact in an environment that values excellence and innovation while offering ample opportunities for growth and development - then The Family Office is the place for you!
Seniority Level: Specialist-Level
Job Functions: Software Development
Industries : Finance & Accounting
