Investment Counsellor - Saudi Arabia
Job details
At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals. Level: Professional Travel: Minimal Salary: Competitive No Prospecting, No Cold-Calls, Book of Business Is Provided Culture Our financial professionals focus on providing unparalleled service in an industry known for cookie-cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals. Potential Career Path The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey. Where you go next at Fisher is up to you. You can start as an Investment Counselor, but after that, you can continue in any of the following departments:
- IC Management
- Research Analyst
- Legal & Compliance
- Recruiting/Human Capital
- Data & Analytics
- Marketing
- Corporate Finance
- Communications
- Information Security & Technology
- Operations
- IC Program Management
- Sales VP
- Specialized IC
- Build long standing relationships with our clients, ensuring they always receive exceptional service
- Manage a book of high-net-worth client relationships
- Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams
- Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
- Gain advanced finance and capital markets education through our training program
- 5+ years exposure to private clients within the banking/wealth management industry
- A sound knowledge of financial concepts, markets, current events and the market
- Connect with and educate a variety of audiences
- Maintain a positive personality and empathise with clients in good times and bad
- CME 4 certified is preferred
- CFA or similar education is beneficial
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Up to 30 days annual leave, plus up to 12 paid holidays.
- $10,000 family friendly benefit
- Employee Assistance Program and other emotional wellbeing services
- All employees are entitled to the ESB (End-of service gratuity)
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
- Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
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