Advisory Manager📣 إعلان
| نوع العقد | دوام كامل | |
| طبيعة الوظيفة | بالموقع | |
| الموقع | الرياض |
وصف الوظيفة
About moomoo Arabia Capital
moomoo Arabia Capital, a part of FUTU Group, operates as a leading global digital brokerage and wealth management platform. As the company expands its presence within the Kingdom of Saudi Arabia, it is building a dedicated local team in Riyadh to deliver world-class advisory services to clients. This full-time role is integral to establishing and growing the local advisory function.
The Opportunity: Advisory Manager
The Advisory Manager will be responsible for leading, designing, and scaling moomoo's licensed advisory business line in Riyadh. This foundational position reports directly to the CEO and involves structuring client portfolio frameworks, overseeing suitability models, and building a high-performing advisory team. The role directs the entire advisory function, ensuring comprehensive compliance with market conduct and client protection regulations.
Key Responsibilities: Advisory Governance and Suitability
- Suitability Frameworks: Design and oversee client risk-profiling and suitability assessment frameworks prior to issuing any advice.
- Portfolio Construction: Structure diversified asset allocation strategies and model portfolios, ensuring all guidance aligns with client risk boundaries.
- Disclosure Standards: Review and approve all advisory disclosure statements, fee structures, and conflict-of-interest logs.
- Policy Enforcement: Partner closely with Compliance and Risk teams to maintain a zero-breach environment across all advisory activities.
Key Responsibilities: Business Development and Team Leadership
- Team Construction: Recruit, train, and manage a lean team of certified investment advisors as the business grows.
- Product Alignment: Collaborate with regional product teams to localize the application's advisory, wealth tools, and market insight features for Saudi users.
- Client Engagement: Manage relationships with premium and High-Net-Worth (HNW) platform investors, providing macro market insights.
- Regulatory Representation: Act as the technical point of contact for the advisory business line during routine CMA inspections and audits.
Required Experience and Skills
Candidates for this role should possess 5-10 years of relevant experience in advisory services, wealth management, or a related financial field. A strong understanding of regulatory compliance, suitability frameworks, and portfolio construction is essential. The ability to lead a team, manage client relationships, and ensure adherence to market conduct rules is also required.
Application Process
Interested candidates are invited to submit their applications for this full-time Advisory Manager position in Riyadh.
متطلبات الوظيفة
- تتطلب ٥-١٠ سنوات خبرة
وظائف مشابهة
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