Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
We are thrilled to be collaborating with a prestigious Global Investment Advisory Firm renowned for its exceptional financial services catering to HNW individuals worldwide. With an AUM of over USD 200 Billion, servicing over 140,000 clients within 14 global offices worldwide, they are actively looking to expand their teams. The Saudi Arabian team is seeking an experienced Regional Vice President to join them in pioneering a new era of growth and expansion in Saudi Arabia.
Key Responsibilities / Tasks
- The Regional Vice President role is focused on managing relationships with high-net-worth clients in Saudi Arabia.
- Conduct warm initial calls and in-person consultations to understand clients financial situations and goals.
- Focus on developing new business while leveraging internal support to manage all client accounts and portfolios.
- Keep clients updated on portfolio changes, financial markets, market strategy, and investment philosophy.
- Participate in advanced finance and capital markets training programs to enhance your expertise.
Key Qualifications / Experience
- At least 5 years of experience in Wealth Management / Financial Advisory.
- Proven track record of individual sales success with quantifiable results, particularly with high-net-worth individuals.
- Acquired understanding of the firm's policies, markets, and financial concepts
- Good problem-solving skills, multitasking, and attention to detail.
- Strong teamwork and organizational skills, ability to work under strict deadlines
- Client-centric and excellent communication skills
- Positive attitude, solution-oriented, and dynamic working approach
- Fluent in Arabic and English; Proficiency in other languages is beneficial.
- CME 1 certification is required; a CFA or similar qualifications would be a strong advantage.
- Located in Saudi Arabia or have previously lived in Saudi Arabia and willing to relocate again.
