Financial Adviser - KSA

Confidential Company
Riyadh ,Saudi Arabia


  • Career Level

    Mid Career / Senior

  • Degree


  • Employment Type

    Full time

Job description

    We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our client's financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale. Responsibilities Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess the client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds, etc to meet sales quotas Keep abreast of new industry’s trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Liaise with providers, solicitors, valuers and other professionals job requirements More than 7 years Master's Degree at least Financial Services Job Roles: Accounting/Finance Business Development Strategy/Consulting
Read More Read Less
Recent Jobs

Download Jobzella Mobile App

Jobzella mobile app for Android and iPhone