61 Private Clients jobs in Saudi Arabia
Associate, Investment Management & Research
Posted 2 days ago
Job Viewed
Job Description
The role is for a Sr. Associate in Investment Management & Research at a leading Riyadh-based investment firm, focusing on asset allocation, portfolio management, fund analysis, and manager due diligence for UHNWIs, family offices, and institutional clients. The ideal candidate has 6+ years of global investment experience, strong analytical and communication skills, and preferably holds a CFA, with exposure to client management and global best practices.
Client Details
A prominent Riyadh-based investment firm, this organization manages over SAR 100 billion in assets and is known for its Shariah-compliant investment strategies across public and private markets. It serves a high-profile client base including ultra-high-net-worth individuals, family offices, and institutions, offering services in asset management, advisory, and investment research.
Description
Conduct asset allocation and portfolio management activities.
Perform in-depth fund analysis and lead fund manager selection.
Lead and manage investment due diligence processes independently.
Prepare and present investment recommendations to clients.
Engage in client meetings and relationship management with UHNWIs, family offices, and institutions.
Support business development efforts and identify new investment opportunities.
Collaborate closely with a small, dynamic team on investment research and strategy.
Maintain strong analytical, verbal, and written communication for internal and external reporting.
Apply global investment best practices in a local context.
Contribute to the selection and onboarding of new fund managers aligned with client needs.
Profile
Possesses 6+ years of experience in investment management, ideally from top-tier global firms.
Strong expertise in fund analysis, manager selection, and due diligence processes.
Demonstrates solid knowledge of asset allocation, portfolio construction, and risk analysis.
Holds or is pursuing the CFA charter (preferred).
Has global investment exposure and familiarity with best practices.
Excellent analytical, verbal, and written communication skills.
Comfortable leading client meetings and presenting investment recommendations.
Experience working with UHNWIs, family offices, and institutional investors.
Background in accounting, legal structuring, or tax advisory is a plus.
Exposure to real estate, eco-tourism, or alternative sectors is advantageous.
Arabic language skills preferred but not required.
Brings an expat perspective and international experience.
Job Offer
Opportunity to join a leading Riyadh-based investment firm managing over SAR 100 billion, with direct exposure to global fund managers and elite clients including UHNWIs and institutions.
Be part of a dynamic, collaborative, and growing team with a newly created senior role offering strategic influence and professional growth.
Competitive compensation package, career advancement potential, and the chance to apply global best practices in a high-impact regional market.
Skills
Investment; Portfolio; Due Diligence; Fund Analysis; Asset Allocation; UHNWIs; Manager Selection; Risk Analysis; CFA; Riyadh #J-18808-LjbffrLead Institutional Sales - Investment Management
Posted 2 days ago
Job Viewed
Job Description
Direct message the job poster from Venture Search
Connecting Financial Services Professionals to Opportunities in the Middle EastLead/Head of Institutional Sales (Investment Management)
Must speak fluent Arabic
We are partnering with a privately owned, DFSA-regulated investment firm with a global footprint. The firm provides institutional investors with access to a broad range of investment solutions including funds, separately managed accounts, and structured products, both in-house and through renowned international partners across multiple asset classes.
Key Responsibilities:
Business Development & Relationship Management
- Lead institutional sales efforts targeting family offices, financial institutions, and corporates in Saudi Arabia.
- Build and maintain strategic relationships with key stakeholders across the KSA market.
- Identify opportunities and position investment solutions effectively within the institutional space.
- Represent the firm at high-level meetings, industry events, and client presentations.
Sales Strategy & Execution
- Develop and execute a targeted sales strategy aligned with KSA market trends.
- Lead client negotiations, craft investment proposals, and deliver tailored presentations.
- Collaborate internally to refine and customise solutions for institutional clients.
- Track competitor activity and market trends to adjust approach as needed.
Product Expertise & Advisory
- Act as a subject-matter expert on conventional and Sharia-compliant investment offerings.
- Advise clients on fund structures, asset allocation, and portfolio strategy.
- Support product development and help create client-facing materials and content.
Compliance & Governance
- Ensure all client engagement aligns with local regulations and internal policies.
- Coordinate with legal and compliance teams on documentation and approvals.
- Stay updated on relevant regulatory developments in Saudi Arabia.
Internal Collaboration & Reporting
- Partner with investment, operations, and marketing teams to align efforts with business goals.
- Maintain clear pipeline tracking and report progress to senior leadership.
- Provide feedback from the market to support strategic planning.
Candidate profile:
- 10+ years of institutional sales experience in asset management, private banking, or investment platforms.
- Strong existing network in Saudi Arabia with a proven track record in business development.
- Deep understanding of investment products (traditional and alternative), including Sharia-compliant solutions.
- Strong commercial acumen, communication, and relationship-building skills.
- Familiar with regulatory and market dynamics across the GCC, particularly in KSA.
- Arabic Proficiency is a must.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Investment Management and Financial Services
Referrals increase your chances of interviewing at Venture Search by 2x
Sign in to set job alerts for “Institutional Sales” roles. Innovations and Investments Fund Manager Manager - Operational & Non-Financial Risks (COR 553) Assistant Manager - Financial Planning and Analysis Assistant Manager - Financial Planning And Analysis Assistant Manager - Fixed Assets (COR 304) Innovations and Investments Fund Manager – Highland Resilience Activity: Addis AbabaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate, Investment Management And Research
Posted 21 days ago
Job Viewed
Job Description
The role is for a Sr. Associate in Investment Management & Research at a leading Riyadh-based investment firm, focusing on asset allocation, portfolio management, fund analysis, and manager due diligence for UHNWIs, family offices, and institutional clients. The ideal candidate has 6+ years of global investment experience, strong analytical and communication skills, and preferably holds a CFA, with exposure to client management and global best practices. Client Details A prominent Riyadh-based investment firm, this organization manages over SAR 100 billion in assets and is known for its Shariah-compliant investment strategies across public and private markets. It serves a high-profile client base including ultra-high-net-worth individuals, family offices, and institutions, offering services in asset management, advisory, and investment research. Description * Conduct asset allocation and portfolio management activities. * Perform in-depth fund analysis and lead fund manager selection. * Lead and manage investment due diligence processes independently. * Prepare and present investment recommendations to clients. * Engage in client meetings and relationship management with UHNWIs, family offices, and institutions. * Support business development efforts and identify new investment opportunities. * Collaborate closely with a small, dynamic team on investment research and strategy. * Maintain strong analytical, verbal, and written communication for internal and external reporting. * Apply global investment best practices in a local context. * Contribute to the selection and onboarding of new fund managers aligned with client needs. Job Offer * Opportunity to join a leading Riyadh-based investment firm managing over SAR 100 billion, with direct exposure to global fund managers and elite clients including UHNWIs and institutions. * Be part of a dynamic, collaborative, and growing team with a newly created senior role offering strategic influence and professional growth. * Competitive compensation package, career advancement potential, and the chance to apply global best practices in a high-impact regional market.
Requirements
* Possesses 6+ years of experience in investment management, ideally from top-tier global firms. * Strong expertise in fund analysis, manager selection, and due diligence processes. * Demonstrates solid knowledge of asset allocation, portfolio construction, and risk analysis. * Holds or is pursuing the CFA charter (preferred). * Has global investment exposure and familiarity with best practices. * Excellent analytical, verbal, and written communication skills. * Comfortable leading client meetings and presenting investment recommendations. * Experience working with UHNWIs, family offices, and institutional investors. * Background in accounting, legal structuring, or tax advisory is a plus. * Exposure to real estate, eco-tourism, or alternative sectors is advantageous. * Arabic language skills preferred but not required. * Brings an expat perspective and international experience.
About the company
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world. The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of: Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.
Associate, Investment Management & Research | Riyadh, SA
Posted 2 days ago
Job Viewed
Job Description
- Join a Leading Investment Team in the region
- Competitive Salary & Benefits
- Join a Leading Investment Team in the region
About Our Client
A prominent Riyadh-based investment firm, this organization manages over SAR 100 billion in assets and is known for its Shariah-compliant investment strategies across public and private markets. It serves a high-profile client base including ultra-high-net-worth individuals, family offices, and institutions, offering services in asset management, advisory, and investment research.
Job Description
Conduct asset allocation and portfolio management activities.
Perform in-depth fund analysis and lead fund manager selection.
Lead and manage investment due diligence processes independently.
Prepare and present investment recommendations to clients.
Engage in client meetings and relationship management with UHNWIs, family offices, and institutions.
Support business development efforts and identify new investment opportunities.
Collaborate closely with a small, dynamic team on investment research and strategy.
Maintain strong analytical, verbal, and written communication for internal and external reporting.
Apply global investment best practices in a local context.
Contribute to the selection and onboarding of new fund managers aligned with client needs.
The Successful Applicant
Possesses 6+ years of experience in investment management, ideally from top-tier global firms.
Strong expertise in fund analysis, manager selection, and due diligence processes.
Demonstrates solid knowledge of asset allocation, portfolio construction, and risk analysis.
Holds or is pursuing the CFA charter (preferred).
Has global investment exposure and familiarity with best practices.
Excellent analytical, verbal, and written communication skills.
Comfortable leading client meetings and presenting investment recommendations.
Experience working with UHNWIs, family offices, and institutional investors.
Background in accounting, legal structuring, or tax advisory is a plus.
Exposure to real estate, eco-tourism, or alternative sectors is advantageous.
Arabic language skills preferred but not required.
Brings an expat perspective and international experience.
What's on Offer
Opportunity to join a leading Riyadh-based investment firm managing over SAR 100 billion, with direct exposure to global fund managers and elite clients including UHNWIs and institutions.
Be part of a dynamic, collaborative, and growing team with a newly created senior role offering strategic influence and professional growth.
Competitive compensation package, career advancement potential, and the chance to apply global best practices in a high-impact regional market.
Contact
Shahzeb Alam
Quote job ref
JN-052025-6751043
Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr
Client Relationship Manager
Posted 2 days ago
Job Viewed
Job Description
Client Relationship Manager page is loadedClient Relationship Manager Apply locations Riyadh, Saudi Arabia time type Full time posted on Posted 4 Days Ago job requisition id R144616
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/Department:
Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) by facilitating efforts of their team and other internal stakeholders, coordinating resources to ensure timely delivery of reports/information and issue-resolution and effectively communicating client concerns/needs to partnersThe key responsibilities of the role include:
The successful candidate will benefit from having :
- Main operational contact for client enquiries liaising with the appropriate internal partners
- Proactive monitoring of client deliverables
- Identifying revenue generating/cost reducing client operational efficiencies
- Leads client service reviews
- Administration of client accounts
- Maintenance and adherence of Service Level Descriptions
- Project management of restructure and transition activity
- Communication of any changes to the client relationship to the relevant internal partners
- Proactively work with the client and internal partners to automate manual processes and minimise risk
- Identifies and addresses service issues, ensuring timely escalation
- Completes AML & Periodic reviews.
- Reviews P&L for assigned clients.
- Identifies and follows up on Cross Sell opportunities.
- Support the Sales team where applicable/required with new prospects.
- Manage the onboarding process, including a) engagement with NT Legal team to draft/negotiate contractual terms with clients and b) agreeing commercial terms with the client/working with Finance to ensure the terms are correctly translated onto the fee billing platform.
- Work with the client on their development and change agenda, working closely with the NT Client Change Team to delivery appropriately.
The successful candidate will benefit from having:
- Proven proactive client service experience, with the ability to build strong relationships through trust, credible knowledge and delivery of solutions and responsiveness
- Analytical/problem solving through organization and time management
- Ability to build strong internal and external network to assist in the timely resolution of client enquiries/issues
- Initiative to independently accomplish tasks and make decisions
- Manage multiple priorities considering client impact, timeframe complexity and risk
- Ability to represent Northern Trust in external meetings and the client in internal meetings
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Us Looking for greater?You found it.
A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1- (North America), + (Asia Pacific), 1800-425-0333 (India), +44(0) (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity StatementsAPAC/INDIA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
EMEA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
USA EEO STATEMENT
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.
#J-18808-LjbffrClient Relationship Manager
Posted 2 days ago
Job Viewed
Job Description
About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/Department
Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) by facilitating efforts of their team and other internal stakeholders, coordinating resources to ensure timely delivery of reports/information and issue-resolution and effectively communicating client concerns/needs to partners
The Key Responsibilities Of The Role Include
The successful candidate will benefit from having :
- Main operational contact for client enquiries liaising with the appropriate internal partners
- Proactive monitoring of client deliverables
- Identifying revenue generating/cost reducing client operational efficiencies
- Leads client service reviews
- Administration of client accounts
- Maintenance and adherence of Service Level Descriptions
- Project management of restructure and transition activity
- Communication of any changes to the client relationship to the relevant internal partners
- Proactively work with the client and internal partners to automate manual processes and minimise risk
- Identifies and addresses service issues, ensuring timely escalation
- Completes AML & Periodic reviews.
- Reviews P&L for assigned clients.
- Identifies and follows up on Cross Sell opportunities.
- Support the Sales team where applicable/required with new prospects.
- Manage the onboarding process, including a) engagement with NT Legal team to draft/negotiate contractual terms with clients and b) agreeing commercial terms with the client/working with Finance to ensure the terms are correctly translated onto the fee billing platform.
- Work with the client on their development and change agenda, working closely with the NT Client Change Team to delivery appropriately.
- Proven proactive client service experience, with the ability to build strong relationships through trust, credible knowledge and delivery of solutions and responsiveness
- Analytical/problem solving through organization and time management
- Ability to build strong internal and external network to assist in the timely resolution of client enquiries/issues
- Initiative to independently accomplish tasks and make decisions
- Manage multiple priorities considering client impact, timeframe complexity and risk
- Ability to represent Northern Trust in external meetings and the client in internal meetings
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater. Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Sales and Business Development
Referrals increase your chances of interviewing at Northern Trust by 2x
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#J-18808-LjbffrClient Relationship Executive
Posted 2 days ago
Job Viewed
Job Description
Join to apply for the Client Relationship Executive role at Creation Business Consultants
Join to apply for the Client Relationship Executive role at Creation Business Consultants
Responsible for all company incorporation and amendments (documentation process completion), labor and immigration applications, client proposal research and preparation, client banking preparation and legal compliance on all contractual relations for delivery of the Operations Department goals.Overall responsibility involves managing office activities, providing administrative support to the Country Manager, Government Relations, and Operations team, ensuring smooth office operations, and delivering excellent customer service as the primary point of contact for clients.
Responsible for all company incorporation and amendments (documentation process completion), labor and immigration applications, client proposal research and preparation, client banking preparation and legal compliance on all contractual relations for delivery of the Operations Department goals.Overall responsibility involves managing office activities, providing administrative support to the Country Manager, Government Relations, and Operations team, ensuring smooth office operations, and delivering excellent customer service as the primary point of contact for clients.
Clients:
- Liaise with Ministry of Labor, Immigration Department, Police Department, Economic Department, Chamber of Commerce, Municipality, Civil Court, Ministry of Foreign Affairs, Embassies, Free zone authorities, and all other relevant government departments and authorities etc. for accurate and timely information as required for operational tasks
- Provide excellent customer service and communicate efficiently internally and externally
- Receive clients’ documentation from CBC operations team and make the necessary arrangements in relation to translation, attestation from various ministries, scanning and saving all documents in the designated folder electronically and physically
- Complete, manage and update files, receipts and official documents of clients and share with the Operation Team and update on Task Sheet daily
- Create accounts and apply for clients’ online applications through the various portals, then, assign and distribute the work for the GROs to complete online and on the ground daily
Office:
- Report and resolve any office facility-related issues promptly
- Professionally answer and screen all incoming phone calls and forward phone calls to relevant people and departments
- Organize and update the office and clients’ contact information and filing
- Schedule office meetings and online meetings with calendar invitations
- Vetting and strengthening CBC’s relation with our existing suppliers and finding new ones to ensure the continuity of our business
Key Responsibilities
Clients:
- Liaise and execute works of clients with all government, non-government departments and all portals and ensure accuracy and timely lodgments
- Assist in managing GRO’s and allocating tasks daily
- Obtain up to date and accurate information regarding all government-related processes and disseminate information to relevant CBC teams
- Assist and prepare timely and accurate proposals and information to support the administration and business development departments
- Ensure the CRM system, company compliance, Know Your Client (KYC) and Anti Money Laundering (AML) processes and filing systems are updated for all clients
- Drafts, follows, and completes all company Standard Operating Procedures (SOP) and requirements in the UAE, KSA and respective jurisdictions in alignment with the regulations of CBC and the authorities
Office:
- Receive, manage, and record mail, documents, packages, and courier deliveries
- Liaise with visitors and clients to ensure our support services are of the highest quality
- Adopt and implement feedback from clients and managers
- Prepare and maintain a list of suppliers with all contact details in the CRM system and update the list on a regular basis
- Timely follow up and problem solving regarding any administrative and office maintenance
- Develop and sustain valuable relationships between CBC and suppliers
- Degree qualified in business administration, compliance, or relevant field
- Fluency in both Arabic and English is mandatory
- 2+ years working in corporate services or professional services within KSA
- Proven operational, project management and customer support record for 2 years
- Proficiency in MS Office and CRM software (e.g., Zoho)
- Basic project management and coordination skills preferred
Why Join Us?
At Creation Business Consultants, we’re committed to fostering a supportive, innovative, and growth-focused workplace. Here’s what you can look forward to:
- Impactful Work: Be part of a forward-thinking organization that drives meaningful change across the UAE and GCC markets.
- Collaborative Environment: Work in a fast-paced setting where your contributions are recognized and valued.
- Professional Growth: Support key leadership and build a strong professional network alongside industry leaders.
What We Offer
- Attractive Rewards: Performance-based bonuses, participation in the profit-sharing scheme, and eligibility for the CBC equity plan.
- Learning & Development: Access to the CBC Academy for continuous skill development and career growth.
- Competitive Benefits:
- Attractive salary package, commission structure, and exclusive discounts.
- Extra annual leave for 2+ years of commitment.
- Comprehensive health package and additional benefits.
- Networking Opportunities: VIP access to industry-leading events and networking platforms.
- Team Culture: Regular team-building activities and social events to foster collaboration.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Consulting
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Creation Business Consultants by 2x
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Operation Support / relationship Specialist Customer Service Associate (Arabic speaker only)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBe The First To Know
About the latest Private clients Jobs in Saudi Arabia !
Client Relationship Manager
Posted 5 days ago
Job Viewed
Job Description
Description
- Project management of restructure and transition activity
- Communication of any changes to the client relationship to the relevant internal partners
- Proactively work with the client and internal partners to automate manual processes and minimise risk
- Identifies and addresses service issues, ensuring timely escalation
- Completes AML & Periodic reviews.
- Reviews P&L for assigned clients.
- Identifies and follows up on Cross Sell opportunities.
- Support the Sales team where applicable / required with new prospects.
- Manage the onboarding process, including a) engagement with NT Legal team to draft / negotiate contractual terms with clients and b) agreeing commercial terms with the client / working with Finance to ensure the terms are correctly translated onto the fee billing platform.
- Work with the client on their development and change agenda, working closely with the NT Client Change Team to delivery appropriately.
The successful candidate will benefit from having :
Working with Us :
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
#J-18808-LjbffrClient Relationship Manager
Posted 7 days ago
Job Viewed
Job Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/Department:
Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) by facilitating efforts of their team and other internal stakeholders, coordinating resources to ensure timely delivery of reports/information and issue-resolution, and effectively communicating client concerns/needs to partners.
The key responsibilities of the role include:
- Main operational contact for client enquiries, liaising with the appropriate internal partners.
- Proactive monitoring of client deliverables.
- Identifying revenue-generating and cost-reducing client operational efficiencies.
- Leading client service reviews.
- Administration of client accounts.
- Maintenance and adherence to Service Level Descriptions.
- Project management of restructure and transition activities.
- Communicating any changes to the client relationship to relevant internal partners.
- Working proactively with the client and internal partners to automate manual processes and minimize risk.
- Identifying and addressing service issues, ensuring timely escalation.
- Completing AML & Periodic reviews.
- Reviewing P&L for assigned clients.
- Identifying and following up on cross-sell opportunities.
- Supporting the Sales team with new prospects where applicable.
- Managing the onboarding process, including engaging with the NT Legal team to draft/negotiate contractual terms and working with Finance to ensure correct billing.
- Collaborating with the client on their development and change agenda, working closely with the NT Client Change Team.
The successful candidate will benefit from having:
- Proven proactive client service experience, with strong relationship-building skills through trust, credible knowledge, and responsiveness.
- Analytical and problem-solving skills through organization and time management.
- Ability to build strong internal and external networks to resolve client enquiries/issues promptly.
- Initiative to accomplish tasks and make decisions independently.
- Ability to manage multiple priorities considering client impact, timeframes, complexity, and risk.
- Capacity to represent Northern Trust in external meetings and the client in internal meetings.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability empower us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to community service. Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.
Reasonable accommodation
Northern Trust is committed to providing reasonable accommodations to individuals with disabilities. If you need accommodation during any part of the employment process, please email our HR Service Center at
We value an inclusive workplace and understand flexibility means different things to different people. Apply today and discuss your flexible working requirements with us so we can achieve greater together.
For further information and to apply, please visit our website via the “Apply” button below.
#J-18808-LjbffrClient Relationship Manager
Posted 8 days ago
Job Viewed
Job Description
Client Relationship Manager page is loadedClient Relationship Manager Apply locations Riyadh, Saudi Arabia time type Full time posted on Posted 2 Days Ago job requisition id R144616
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/Department:
Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) by facilitating efforts of their team and other internal stakeholders, coordinating resources to ensure timely delivery of reports/information and issue-resolution and effectively communicating client concerns/needs to partnersThe key responsibilities of the role include:
The successful candidate will benefit from having :
- Main operational contact for client enquiries liaising with the appropriate internal partners
- Proactive monitoring of client deliverables
- Identifying revenue generating/cost reducing client operational efficiencies
- Leads client service reviews
- Administration of client accounts
- Maintenance and adherence of Service Level Descriptions
- Project management of restructure and transition activity
- Communication of any changes to the client relationship to the relevant internal partners
- Proactively work with the client and internal partners to automate manual processes and minimise risk
- Identifies and addresses service issues, ensuring timely escalation
- Completes AML & Periodic reviews.
- Reviews P&L for assigned clients.
- Identifies and follows up on Cross Sell opportunities.
- Support the Sales team where applicable/required with new prospects.
- Manage the onboarding process, including a) engagement with NT Legal team to draft/negotiate contractual terms with clients and b) agreeing commercial terms with the client/working with Finance to ensure the terms are correctly translated onto the fee billing platform.
- Work with the client on their development and change agenda, working closely with the NT Client Change Team to delivery appropriately.
The successful candidate will benefit from having:
- Proven proactive client service experience, with the ability to build strong relationships through trust, credible knowledge and delivery of solutions and responsiveness
- Analytical/problem solving through organization and time management
- Ability to build strong internal and external network to assist in the timely resolution of client enquiries/issues
- Initiative to independently accomplish tasks and make decisions
- Manage multiple priorities considering client impact, timeframe complexity and risk
- Ability to represent Northern Trust in external meetings and the client in internal meetings
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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