Wealth Manager (Riyadh - Khobar - Jeddah)

About Yaqeen Capital

Yaqeen Capital is a leading Saudi investment firm listed on the Saudi Exchange and regulated by the Capital Market Authority under license number (37-06020). The company delivers a full spectrum of financial services, including brokerage, asset management, investment banking, custody, and advisory solutions. Serving both individual and institutional clients, Yaqeen Capital provides customized investment strategies that adhere to the highest regulatory standards. With a steadfast commitment to professionalism, transparency, and exceptional client service, the firm plays a pivotal role in shaping the future of Saudi Arabia’s capital markets.

Position Overview

The Wealth Manager is a full-time, on-site role based in Riyadh, Khobar, and Jeddah, Saudi Arabia. This position is designed for professionals who excel in client relationship management and financial advisory. The Wealth Manager will be responsible for cultivating and sustaining long-term relationships with high-net-worth individuals and corporate clients, gaining a deep understanding of their financial aspirations, and crafting bespoke wealth management strategies. The role encompasses a dynamic blend of client engagement, strategic planning, and portfolio oversight, ensuring that each client’s financial objectives are met with precision and care.

Key Responsibilities

• Client Relationship Management: Build and maintain strong, trust-based relationships with affluent clients, understanding their financial goals, risk tolerance, and unique circumstances to develop tailored wealth management solutions.
• Financial Advisory & Planning: Conduct comprehensive financial assessments, including risk profiling, retirement planning, and wealth preservation strategies, to provide clients with actionable and compliant recommendations.
• Portfolio Oversight: Monitor and evaluate portfolio performance, ensuring alignment with client objectives and market conditions. Conduct regular review meetings to discuss progress, adjustments, and opportunities.
• Collaboration & Compliance: Work closely with internal teams, including product development and research, to source innovative investment solutions and ensure adherence to regulatory requirements set by the Capital Market Authority.
• Business Development: Proactively prospect and acquire new clients, leveraging market insights and networking opportunities to expand the firm’s client base. Achieve and exceed assigned targets to drive revenue growth.
• Client Engagement & Growth: Participate in high-impact client events, seminars, and workshops to enhance brand visibility and foster client loyalty. Contribute to the strategic growth of Yaqeen Capital’s wealth management division through innovative approaches and client-centric initiatives.

Qualifications & Skills

• Education & Experience: A bachelor’s degree in finance, economics, business administration, or a related field is required. A minimum of three to five years of experience in wealth management, investment advisory, or a similar role within the Saudi or regional market is highly preferred.
• Technical Expertise: Proficiency in financial planning, including goal-based planning, retirement strategies, and wealth preservation. Strong knowledge of investment management, portfolio construction, asset allocation, and risk management principles. Familiarity with capital markets, financial products, and regulatory frameworks is essential.
• Professional Certifications: Possession of the CME-1 certification is mandatory, demonstrating compliance with the Capital Market Authority’s regulatory standards.
• Soft Skills: Exceptional interpersonal and communication abilities, with a talent for simplifying complex financial concepts for clients. Strong analytical mindset, attention to detail, and proficiency in financial planning and portfolio management tools.
• Language & Compliance: Fluency in both Arabic and English is required. A commitment to ethical conduct, regulatory compliance, and client confidentiality is non-negotiable, aligning with the firm’s core values and CMA guidelines.

Why Join Yaqeen Capital?

As a Wealth Manager at Yaqeen Capital, you will be at the forefront of Saudi Arabia’s evolving financial landscape, contributing to the growth of a dynamic and forward-thinking organization. This role offers a unique opportunity to work with a diverse clientele, leverage cutting-edge financial tools, and play a key role in shaping the future of wealth management in the region. With a culture that values innovation, professionalism, and client success, Yaqeen Capital is the ideal platform for ambitious professionals seeking to make a lasting impact in the financial services industry.