Investment Relationship Officer

A leading investment management firm is seeking a Investment Relationship Officer to support its continued expansion in Saudi Arabia. This role is focused on engaging individuals who have proactively expressed interest in professional investment advisory and discretionary portfolio solutions.

The position is commercially driven and client-facing, combining warm initial engagement with relationship-led, in-person advisory discussions. You will work closely with prospective clients to understand their financial circumstances, long-term objectives, and investment preferences, and guide them through the firm's offering and investment approach.

You will operate within a well-structured platform, supported by dedicated teams covering investment management, research, operations, onboarding, and ongoing client servicing. This allows the role to remain fully focused on new client development and relationship building. The position reports into senior regional leadership.

Key Responsibilities

• Engage high-net-worth individuals who have requested information or expressed interest in investment services
• Conduct structured client meetings to assess financial goals, risk appetite, and portfolio needs
• Clearly explain investment strategies and long-term portfolio solutions in a client-friendly manner
• Manage the full client acquisition lifecycle from initial engagement through onboarding
• Maintain consistent business development activity to build and convert a robust pipeline
• Uphold the highest ethical, regulatory, and professional standards at all times

Candidate Profile

• Demonstrated, quantifiable success in individual sales or advisory roles with high-net-worth clients
• Minimum 5+ years experience in wealth management, private banking, investment advisory, or related roles
• Strong understanding of capital markets, investment products, and long-term portfolio construction
• Relevant local certifications preferred (e.g. CME Level 1); CFA or equivalent education is an advantage

This role is open to Saudi nationals only, in line with local workforce localization requirements and national development initiatives.