Wealth Manager📣 Job Ad

About Yaqeen Capital

Yaqeen Capital is a Saudi investment company, publicly listed on the Saudi Exchange and operating under license number (37-06020) from the Capital Market Authority. The firm delivers a comprehensive suite of financial services, encompassing brokerage, asset management, investment banking, custody, and advisory solutions. Yaqeen Capital serves both individual and institutional clients, providing tailored investment strategies while upholding high standards of professionalism, transparency, and client service within the Saudi capital market.

The Wealth Manager Role

Yaqeen Capital is seeking a dedicated Wealth Manager to join its team. This is a full-time, on-site position based in Riyadh, Jeddah, or Khobar, Saudi Arabia. The primary objective of this role is to cultivate and maintain strong relationships with high-net-worth and affluent clients, understand their financial objectives, and develop comprehensive wealth management plans tailored to their needs.

Key Responsibilities

• Assess client risk profiles accurately to inform investment strategies.
• Recommend suitable investment and insurance solutions that align with client objectives.
• Monitor portfolio performance regularly and provide timely updates.
• Conduct regular review meetings with clients to discuss progress and adjust plans as needed.
• Collaborate effectively with internal product and research teams, ensuring all activities comply with regulatory requirements.
• Actively prospect new clients and work towards achieving minimum required sales targets.
• Participate in client events to foster relationships and represent Yaqeen Capital.
• Contribute to the strategic growth and expansion of Yaqeen Capital’s wealth management business.

Qualifications and Experience

Candidates for the Wealth Manager position should possess a strong background in financial services, demonstrating the ability to manage client relationships and develop sophisticated financial plans. A minimum of 5 to 10 years of relevant experience in wealth management or a related financial advisory role is required.

Work Environment and Location

This is an on-site, full-time role within Yaqeen Capital. The position offers the opportunity to work in a dynamic financial environment across key economic centers in Saudi Arabia, with primary locations in Riyadh, Jeddah, and Khobar.

Application Process

Interested candidates are invited to apply for this role. Yaqeen Capital is committed to attracting professionals who can contribute to its mission of delivering superior financial services.