46 Investment Advisory jobs in Saudi Arabia

York Towers is a global luxury real estate development leader of York Holding Group. Since 2016, we have delivered exceptional properties and managed six dynamic projects across five countries and three continents. With eight offices worldwide, we leverage cutting-edge technology and market insights to create multicultural residential communities that redefine modern living.

Position Title: Real Estate Investment Advisory Manager "Sales"

Department: Real Estate Investment Advisory

Reports To: Director of Real Estate Investment Advisory

Location: Riyadh or Jeddah (Advising on Georgian Real Estate Market)

Scope The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company’s vision in the Georgian real estate market.

• Team Leadership & Performance: Monitor that team goals and KPIs are met. Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance. Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality. Distribute leads effectively among team members, ensuring fair allocation and maximum conversion. Support Advisors in preparing complex investment proposals and high-value negotiations.
• Planning & Strategy: Develop and implement monthly and annual investment advisory plans aligned with company objectives. Translate department strategy into clear action plans and initiatives for the team. Review and adapt plans based on team performance, market conditions, and investor demand.
• Operations & Reporting: Review Advisors’ client reports, portfolio analyses, and investment proposals. Consolidate team performance data and prepare progress reports for the Director. Ensure CRM and reporting tools are accurately updated and maintained by all team members. Monitor quality of client interactions, ensuring compliance with company standards and regulations.
• Capability Development: Identify skills gaps and recommend training initiatives. Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV). Foster a culture of professionalism, growth, and advisory excellence.
• Cross-Department Collaboration: Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads. Coordinate with Legal and Finance to streamline client transactions and ensure compliance. Provide feedback to top management on client needs, product gaps, and market opportunities.

• Bachelor's degree in business, Finance, Real Estate, or related field (master's degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

• Work setup: on-site
• Working Days: Saturday to Wednesday
• Compensation bands: base + Commission Scheme

• Stage 1 – Administrative Manager Screening: Covers availability, salary expectations, and legal status.
• Stage 2 – Recruitment Manager Interview: An in-depth discussion focused on skills, experience, and behavioural competencies. Includes scenario-based and competency-driven questions to evaluate fit for the role and the company culture.
• Stage 3 – Final Interview with Management (Dep. Head/ COO/ HR Director): A strategic conversation with senior leadership to evaluate potential contribution, alignment with the company’s vision and growth plans, and long-term fit in the organization.

Overview

Position Title : Real Estate Investment Advisory Manager" Sales Manager "

Department : Real Estate Investment Advisory

Reports To : Director of Real Estate Investment Advisory

Scope : The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company’s vision in the Georgian real estate market.

Team Leadership & Performance

• Monitor that team goals and KPIs are met.
• Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance.
• Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality.
• Distribute leads effectively among team members, ensuring fair allocation and maximum conversion.
• Support Advisors in preparing complex investment proposals and high-value negotiations.

Planning & Strategy

• Develop and implement monthly and annual investment advisory plans aligned with company objectives.
• Translate department strategy into clear action plans and initiatives for the team.
• Review and adapt plans based on team performance, market conditions, and investor demand.

Operations & Reporting

• Review Advisors’ client reports, portfolio analyses, and investment proposals.
• Consolidate team performance data and prepare progress reports for the Director.
• Ensure CRM and reporting tools are accurately updated and maintained by all team members.
• Monitor quality of client interactions, ensuring compliance with company standards and regulations.

Capability Development

• Identify skills gaps and recommend training initiatives.
• Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV).
• Foster a culture of professionalism, growth, and advisory excellence.

Cross-Department Collaboration

• Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads.
• Coordinate with Legal and Finance to streamline client transactions and ensure compliance.
• Provide feedback to top management on client needs, product gaps, and market opportunities.

• Bachelor’s degree in Business, Finance, Real Estate, or related field (Master’s degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

Interview Process

Our recruitment process consists of three stages to ensure a thorough and fair evaluation :

Stage 1 – Administrative Manager Screening

• Covers availability, salary expectations, and legal status .

Stage 2 – Recruitment Manager Interview

• An in-depth discussion focused on your skills, experience, and behavioural competencies .
• Includes scenario-based and competency-driven questions to evaluate your fit for the role and the company culture.

Stage 3 – Final Interview with Management ( Dep. Head / COO / HR Director)

• A strategic conversation with senior leadership to evaluate your potential contribution, alignment with the company’s vision and growth plans , and your long-term fit in the organization.

Overview

Position Title: Real Estate Investment Advisory Manager

Department: Real Estate Investment Advisory
Reports To: Director of Real Estate Investment Advisory
Scope: The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company’s vision in the Georgian real estate market.

• Monitor that team goals and KPIs are met.
• Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance.
• Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality.
• Distribute leads effectively among team members, ensuring fair allocation and maximum conversion.
• Support Advisors in preparing complex investment proposals and high-value negotiations.
• Develop and implement monthly and annual investment advisory plans aligned with company objectives.
• Translate department strategy into clear action plans and initiatives for the team.
• Review and adapt plans based on team performance, market conditions, and investor demand.
• Review Advisors’ client reports, portfolio analyses, and investment proposals.
• Consolidate team performance data and prepare progress reports for the Director.
• Ensure CRM and reporting tools are accurately updated and maintained by all team members.
• Monitor quality of client interactions, ensuring compliance with company standards and regulations.
• Identify skills gaps and recommend training initiatives.
• Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV).
• Foster a culture of professionalism, growth, and advisory excellence.
• Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads.
• Coordinate with Legal and Finance to streamline client transactions and ensure compliance.
• Provide feedback to top management on client needs, product gaps, and market opportunities.

• Bachelor’s degree in Business, Finance, Real Estate, or related field (Master’s degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

• Stage 1 – Administrative Manager Screening: Covers availability, salary expectations, and legal status.
• Stage 2 – Recruitment Manager Interview: An in-depth discussion focused on skills, experience, and behavioural competencies; includes scenario-based and competency-driven questions.
• Stage 3 – Final Interview with Management (Dep. Head/ COO/ HR Director): A strategic conversation to evaluate potential contribution and long-term fit.

Position Title: Real Estate Investment Advisory Manager

Department: Real Estate Investment Advisory
Reports To: Director of Real Estate Investment Advisory
Scope: The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company's vision in the Georgian real estate market.

• Monitor that team goals and KPIs are met.
• Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance.
• Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality.
• Distribute leads effectively among team members, ensuring fair allocation and maximum conversion.
• Support Advisors in preparing complex investment proposals and high-value negotiations.
• Develop and implement monthly and annual investment advisory plans aligned with company objectives.
• Translate department strategy into clear action plans and initiatives for the team.
• Review and adapt plans based on team performance, market conditions, and investor demand.
• Review Advisors' client reports, portfolio analyses, and investment proposals.
• Consolidate team performance data and prepare progress reports for the Director.
• Ensure CRM and reporting tools are accurately updated and maintained by all team members.
• Monitor quality of client interactions, ensuring compliance with company standards and regulations.
• Identify skills gaps and recommend training initiatives.
• Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV).
• Foster a culture of professionalism, growth, and advisory excellence.
• Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads.
• Coordinate with Legal and Finance to streamline client transactions and ensure compliance.
• Provide feedback to top management on client needs, product gaps, and market opportunities.

• Bachelor's degree in Business, Finance, Real Estate, or related field (Master's degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

• Stage 1 - Administrative Manager Screening: Covers availability, salary expectations, and legal status.
• Stage 2 - Recruitment Manager Interview: An in-depth discussion focused on skills, experience, and behavioural competencies; includes scenario-based and competency-driven questions.
• Stage 3 - Final Interview with Management (Dep. Head/ COO/ HR Director): A strategic conversation to evaluate potential contribution and long-term fit.

• Reporting into the Group CFO
• Leading group FP&A activities, M&A and contributing to growth objectives

About Our Client

The hiring company is a large organisation in the Technology industry. Known for its innovative approach, the firm has established itself as a market leader in the tech, digital and AI sector, constantly pushing boundaries and setting new standards. They now have operations in the Middle East, North America and Europe.

Job Description

• Oversee and manage all financial planning activities.
• Develop and implement strategic financial plans.
• Analyse financial data and prepare forecasts.
• Lead team in annual budgeting process.
• Ensure compliance with financial regulations and standards.
• Coordinate with senior management to align financial plans with business goals.
• Report on financial performance and make recommendations.
• Drive financial planning initiatives to support the company's growth.

The Successful Applicant

• A strong educational background in Finance, Accounting or related fields.
• Must hold experience in operating in Europe and/or North America.
• Must hold string M&A experience
• Proven leadership skills and the ability to manage a team.
• Excellent analytical and strategic planning skills.
• Strong knowledge of financial regulations and standards.
• The ability to align financial plans with business objectives.
• Excellent communication and presentation skills.

What's on Offer

A competitive salary, relocation support and benefits package

Overview

The Financial Planning & Analyst supports senior management by providing accurate reports, in-depth financial analysis, and financial models that guide strategic decision-making. The role involves budgeting, forecasting, performance tracking, variance analysis, and providing recommendations to improve financial performance.

• Provide accurate reports, in-depth financial analysis, and financial models that guide strategic decision-making.
• Involve budgeting, forecasting, performance tracking, variance analysis, and providing recommendations to improve financial performance.

• Bachelor’s degree in Finance, Accounting.
• 2–4 years of experience in financial analysis, planning, or related field.
• Strong financial reporting and analytical skills.
• Proficiency in Excel, Power BI, or other financial analysis tools.
• Strong English communication skills (written and verbal).
• Part ACCA qualified.

• Reporting into the Group CFO
• Leading group FP&A activities, M&A and contributing to growth objectives

About Our Client

The hiring company is a large organisation in the Technology industry. Known for its innovative approach, the firm has established itself as a market leader in the tech, digital and AI sector, constantly pushing boundaries and setting new standards. They now have operations in the Middle East, North America and Europe.

Job Description

• Oversee and manage all financial planning activities.
• Develop and implement strategic financial plans.
• Analyse financial data and prepare forecasts.
• Lead team in annual budgeting process.
• Ensure compliance with financial regulations and standards.
• Coordinate with senior management to align financial plans with business goals.
• Report on financial performance and make recommendations.
• Drive financial planning initiatives to support the company's growth.

The Successful Applicant

• A strong educational background in Finance, Accounting or related fields.
• Must hold experience in operating in Europe and/or North America.
• Must hold string M&A experience
• Proven leadership skills and the ability to manage a team.
• Excellent analytical and strategic planning skills.
• Strong knowledge of financial regulations and standards.
• The ability to align financial plans with business objectives.
• Excellent communication and presentation skills.

What's on Offer

A competitive salary, relocation support and benefits package

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Description:

Aramco energizes the world economy.

Aramco occupies a special position in the global energy industry. We are one of the world’s largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer.

With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco’s value to society.

Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations’ spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom’s vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply.

We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization.

We are seeking an experienced Financial Planning & Performance Management Analyst to join the Finance & Performance Management (F&PM) for Petroleum Engineering & Development (PE&D) under Upstream Finance.

Upstream makes up the vast majority of revenue and has the highest level of capital investments that is coordinated by PE&D, which is managing and developing all Saudi Aramco’s oil and gas fields from the initial planning of new fields to the ongoing monitoring of mature fields including Carbon Capture & Storage projects and Reserves Assessments

These key activities are handled by PE&D supported by specialized Advanced Research Centers (EARC) and a state-of-the-art dedicated Upstream Digital Center (UDC)

Your primary role is to coordinate and prepare Business Plan and Midyear/Year-end Accountability, monthly accountability reporting, performing variance analysis, resolving issues and initiating value add projects.

A successful candidate will be expected to perform the following:

• Conducts and supervises day to day operations within Compliance Unit, including follow-up and reporting on delegated areas and tasks
• Identify areas of importance from a compliance perspective, and inform stakeholders
• Document and communicate main areas and processes
• Develop sustainable follow-up and reporting procedures and systems
• As a Subject Matter Expert SME, you will be involved in discussions and tasks as agreed upon Finance Lead
• Independently prepare information memorandums and proposals
• Implement changes as agreed
• Have a solid understanding of the link between the business and the accounting rules to assess the impacts on Income Statement, Balance Sheet and Cash Flow.

A successful candidate should have the following:

• Degree in business, Finance or a related discipline
• Minimum of 10 years relevant experience is required in the field of accounting, auditing, financial reporting or performance management
• Good knowledge with MS Office products such as Excel, PowerPoint and Word at a minimum, and familiar with ERP systems such as SAP.
• Further knowledge within areas of database applications, data management applications and data communication and presentation tools is a benefit.
• Possession of an advanced business degree (e.g. MBA) and/or relevant professional certification (e.g. CMA, CFA, CPA) is strongly preferred.
• Excellent command of oral & written English

• Great capability of producing quality written reports and presentations to senior-level management

Job posting start date: 07/01/2025

Job posting end date: 12/31/2025

Working environment

Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly.

At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world’s biggest technical, logistical and environmental challenges, we invest heavily in talent development.

We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs – one of the largest in the world.

Description:

Aramco energizes the world economy.

Aramco occupies a special position in the global energy industry. We are one of the world’s largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer.

With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco’s value to society.

Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations’ spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom’s vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply.

We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization.

Overview

We are seeking an experienced Financial Planning & Performance Management Analyst to join the Finance & Performance Management (F&PM) for Petroleum Engineering & Development (PE&D) under Upstream Finance.

Upstream makes up the vast majority of revenue and has the highest level of capital investments that is coordinated by PE&D, which is managing and developing all Saudi Aramco’s oil and gas fields from the initial planning of new fields to the ongoing monitoring of mature fields including Carbon Capture & Storage projects and Reserves Assessments

These key activities are handled by PE&D supported by specialized Advanced Research Centers (EARC) and a state-of-the-art dedicated Upstream Digital Center (UDC)

Your primary role is to coordinate and prepare Business Plan and Midyear/Year-end Accountability, monthly accountability reporting, performing variance analysis, resolving issues and initiating value add projects.

Key Responsibilities

A successful candidate will be expected to perform the following:

• Conducts and supervises day to day operations within Compliance Unit, including follow-up and reporting on delegated areas and tasks
• Identify areas of importance from a compliance perspective, and inform stakeholders
• Document and communicate main areas and processes
• Develop sustainable follow-up and reporting procedures and systems
• As a Subject Matter Expert SME, you will be involved in discussions and tasks as agreed upon Finance Lead
• Independently prepare information memorandums and proposals
• Implement changes as agreed
• Have a solid understanding of the link between the business and the accounting rules to assess the impacts on Income Statement, Balance Sheet and Cash Flow.

Minimum Requirements

A successful candidate should have the following:

• Degree in business, Finance or a related discipline
• Minimum of 10 years relevant experience is required in the field of accounting, auditing, financial reporting or performance management
• Good knowledge with MS Office products such as Excel, PowerPoint and Word at a minimum, and familiar with ERP systems such as SAP.
• Further knowledge within areas of database applications, data management applications and data communication and presentation tools is a benefit.
• Possession of an advanced business degree (e.g. MBA) and/or relevant professional certification (e.g. CMA, CFA, CPA) is strongly preferred.
• Excellent command of oral & written English

• Great capability of producing quality written reports and presentations to senior-level management

Job Post Duration

Job posting start date: 07/01/2025

Job posting end date: 12/31/2025

Working environment

Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly.

At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world’s biggest technical, logistical and environmental challenges, we invest heavily in talent development.

We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs – one of the largest in the world.

Job ID: 16403

Tagged as: EXPEC & Drilling Plng & Perf Mgmt Dept