50 Private Clients jobs in Saudi Arabia
Sr.Manager, Investment Management
Posted 4 days ago
Job Viewed
Job Description
Overview
Identifying and pursuing investment opportunities, selecting, and appointing investment managers, developing investment policies and guidelines, constructing, and managing the investment portfolio, and measuring and reporting on investment performance.
Responsibilities & Accountabilities :
- Explore investment impact the TAM to identify potential investment opportunities that associate with the investment objectives.
- Appointing managers to kick start the fund’s mandate and prepare Investment Management Agreements with them.
- Identifying themes and develop asset allocation, investment policy, and guidelines that align with the fund’s investment objectives and risk appetite.
- Developing an impact measurement framework and appropriate benchmark to measure the performance of the investment portfolio.
- Conducting periodic portfolio reviews, meetings, and documentation enhancements to ensure that the investment portfolio is aligned with the fund’s investment objectives and risk appetite.
- Managing the investment portfolio, including portfolio construction modeling and consultations.
- Preparing management information for stakeholders (Top Management, Investment Committee) to provide regular updates on the performance of the investment portfolio.
- Develop and oversee special projects investment plans and asset allocation as per objectives provided by project owner, overseeing portfolio transfer completion and cash flow projections and estimations of operational and capital expenses.
- Produce regular market monitoring reports for institutional investors and internal departments.
- Produce regular reporting for each portfolio.
- Initial and ongoing due diligence of service providers and investment managers/advisors.
- Keep deal pipelines up-to-date in co-operation with partner banks.
Job Requirements:
- Education : Bachelor's degree in financial management, Investment Management, Business Administration, or other relevant fields of study.
- Years of experience : +5 years of experience in Portfolio Management.
- Skills : Investments Portfolio Management, Treasury and Liquidity Management, Deal Structuring, Information Systems Knowledge, Coaching and Internal Business Consulting, Market Research and Intelligence.
- Mid-Senior level
- Full-time
- Finance and General Business
- Government Administration
Client Relationship Executive
Posted 1 day ago
Job Viewed
Job Description
Company: Ybrands Sudi
Location: Jeddah, Saudi Arabia
Overview:
Key Responsibilities:
Serve as the main point of contact for assigned clients, building strong relationships and ensuring their satisfaction with our services
Actively seek out opportunities to grow client accounts and identify new business opportunities
Communicate effectively with clients in both Arabic and English, both in person and through written communication
Maintain in-depth knowledge of the company’s and client’s strategic business plans
Manage project timelines and budgets, ensuring that deliverables are completed on time and within budget
Work closely with the creative, account, and strategy teams to ensure that client expectations are met and exceeded
Prepare and deliver presentations to clients, providing insights and recommendations on branding and marketing strategy
Keep abreast of industry trends and best practices in branding and marketing strategy
Interest and familiarity with AI and chat GPT tools for communication optimization and client insights.
Qualifications:
Bachelor's degree in business, marketing, or a related field
4 years of experience in client relations, preferably in an agency setting
**Excellent communication skills in both Arabic and English, both written and verbal**
Strong relationship-building and customer service skills
Ability to manage multiple projects simultaneously in a fast-paced environment
Proficient in Microsoft Office and project management tools
**Passion for branding and marketing strategy, with a desire to stay up-to-date with industry trends and best practices**
**Salary**: ﷼2,500.00 - ﷼3,500.00 per month
Ability to commute/relocate:
- Jeddah: Reliably commute or planning to relocate before starting work (required)
Fluent Arabic Fundraising & Investor Relations, Investment Management, Jeddah, Saudi Arabia
Posted 5 days ago
Job Viewed
Job Description
Join to apply for the Fluent Arabic Fundraising & Investor Relations, Investment Management, Jeddah, Saudi Arabia role at PER
We are working on an exciting opportunity with a prestigious investment management firm.
This role will be centered on leading capital-raising efforts and strengthening relationships with both new and existing investors.
What the job involves- Meeting potential investors, including family offices, multi-family offices, other LPs and investment consultants
- Playing a leading role in the investor relations and fundraising team
- Oversee and mentor the members of the fundraising and investor relations teams
- Strong track record of raising funds from ultra high net worth families
- Fluency in Arabic is required
- Experience of working with LPs in the Middle East is preferred
- Highly collaborative, and a strong team-oriented approach
- Well networked individual who has an existing book of investors
- Mid-Senior level
- Full-time
- Finance
- Venture Capital and Private Equity Principals
Fluent Arabic Fundraising & Investor Relations, Investment Management, Riyadh, Saudi Arabia
Posted 13 days ago
Job Viewed
Job Description
Join to apply for the Fluent Arabic Fundraising & Investor Relations, Investment Management, Riyadh, Saudi Arabia role at PER
About our clientWe are working on an exciting opportunity with a prestigious investment management firm.
Job responsibilities- Leading capital-raising efforts and strengthening relationships with both new and existing investors
- Meeting potential investors, including family offices, multi-family offices, other LPs, and investment consultants
- Playing a leading role in the investor relations and fundraising team
- Overseeing and mentoring members of the fundraising and investor relations teams
- Strong track record of raising funds from ultra high net worth families
- Fluency in Arabic is required
- Experience working with LPs in the Middle East is preferred
- Highly collaborative with a strong team-oriented approach
- Well-networked individual with an existing book of investors
- Mid-Senior level
- Full-time
- Finance
- Venture Capital and Private Equity Principals
This job is active and accepting applications.
#J-18808-LjbffrClient Relationship Manager - Riyadh
Posted 27 days ago
Job Viewed
Job Description
Join to apply for the Client Relationship Manager - Riyadh role at Fitch Learning
Join to apply for the Client Relationship Manager - Riyadh role at Fitch Learning
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Fitch Learning is currently seeking a Client Relationship Manager based in our Riyadh office.
Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years’ experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
The purpose of this role is to manage a defined portfolio of strategic B2B client accounts across the Middle East and grow these through developing strong relationships with client contacts across the organisation. In addition, to seek out new business development opportunities with new logo clients. You will work with our clients to understand their needs and, working with our trainer faculty and product specialists, design programs and learning solutions to address their needs. In doing so, you will achieve/exceed an agreed revenue target.
What We Offer
- Great opportunity to join a high performing team
- Fast-paced, dynamic environment with considerable financial backing and stability and a breadth of learning products and solutions
- A collaborative team environment with great support from colleagues across the global offices
- A place where you can really make a difference and progress in your career
- Engage with clients and prospects to understand their learning needs and translate into solutions that meet those needs
- Position Fitch Learning (and wider Fitch Group) by acting as a thought leader in Learning and financial markets
- Manage your portfolio of clients through strategic analysis, relationship building and winning new business
- Understand the financial markets, products and operating environment that our clients work in, to enable you to support the design of learning and development solutions that add value to our clients
- Convert opportunities into booked business through sales excellence; leverage off our internal resources to write and develop best in class proposals; pitch persuasively
- Manage data and information closely and accurately, by using our Salesforce system to record and track your account developments
- Produce regular revenue forecasts that are built from your pipeline
- Effectively hand over programs to the relevant operational teams to deliver and manage, whilst retaining commercial oversight and client relationship
- High level of professionalism, integrity and quality in all aspects of the role
- Articulate and excellent communication skills
- Ability to create and position Fitch Learnings solutions through in-person meetings and marketing materials
- A strong background in sales/relationship management, ideally within the financial services education sector
- A proven track record in developing new business
- Demonstrate a history of working to, and achieving revenue targets
- Ability to understand client strategy to determine appropriate solutions
- Excellent communication skills and a consultative selling approach
- Hybrid Work Environment: 2 to 3 days a week in office required based on your line of business and location
- A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
- Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
- Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
- Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
- Inclusive Work Environment: A collaborative workplacewhere all voices are valued, withEmployee Resource Groups that unite and empower our colleagues around the globe
- Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Sales and Business Development
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#J-18808-LjbffrClient Relationship Manager - Riyadh
Posted 27 days ago
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Job Description
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Client Relationship Manager - RiyadhRequisition ID: 48123
Business Unit: Fitch Learning
Category: Customer Success
Location:
Riyadh, SA
Date Posted: May 22, 2025
Fitch Learning is currently seeking a Client Relationship Manager based in our Riyadh office.
Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years’ experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
The purpose of this role is to manage a defined portfolio of strategic B2B client accounts across the Middle East and grow these through developing strong relationships with client contacts across the organisation. In addition, to seek out new business development opportunities with new logo clients. You will work with our clients to understand their needs and, working with our trainer faculty and product specialists, design programs and learning solutions to address their needs. In doing so, you will achieve/exceed an agreed revenue target.
What We Offer:
- Great opportunity to join a high performing team
- Fast-paced, dynamic environment with considerable financial backing and stability and a breadth of learning products and solutions
- A collaborative team environment with great support from colleagues across the global offices
- A place where you can really make a difference and progress in your career
How You’ll Make an Impact:
- Engage with clients and prospects to understand their learning needs and translate into solutions that meet those needs
- Position Fitch Learning (and wider Fitch Group) by acting as a thought leader in Learning and financial markets
- Manage your portfolio of clients through strategic analysis, relationship building and winning new business
- Understand the financial markets, products and operating environment that our clients work in, to enable you to support the design of learning and development solutions that add value to our clients
- Convert opportunities into booked business through sales excellence; leverage off our internal resources to write and develop best in class proposals; pitch persuasively
- Manage data and information closely and accurately, by using our Salesforce system to record and track your account developments
- Produce regular revenue forecasts that are built from your pipeline
- Effectively hand over programs to the relevant operational teams to deliver and manage, whilst retaining commercial oversight and client relationship
You May be a Good Fit if:
- High level of professionalism, integrity and quality in all aspects of the role
- Articulate and excellent communication skills
- Ability to create and position Fitch Learnings solutions through in-person meetings and marketing materials
- A strong background in sales/relationship management, ideally within the financial services education sector
- Demonstrate a history of working to, and achieving revenue targets
- Ability to understand client strategy to determine appropriate solutions
- Excellent communication skills and a consultative selling approach
Why Choose Fitch:
- Hybrid Work Environment: 2 to 3 days a week in office required based on your line of business and location
- A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
- Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
- Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
- Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
- Inclusive Work Environment: A collaborative workplacewhere all voices are valued, withEmployee Resource Groups that unite and empower our colleagues around the globe
- Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community
Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch’s credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest.Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
#J-18808-LjbffrClient Relationship Management - Specialist
Posted 1 day ago
Job Viewed
Job Description
**Company**:
Marsh
**Description**:
Serves as the project manager for the account team on large initiatives or complex accounts, implements action plans, monitors progress, assures service meets or exceeds expectations and protects the Firm from Errors & Omissions.
Conducts research on various markets or industries as designated to find resources on new growth areas and trends for expansion for internal use to identify growth opportunities.
Conducts and refines data analyses to support proposal creation and account-facing presentations.
Addresses escalated issues and concerns in a timely and effective manner, helps manage expectations, mitigate relationship risks and applies judgement as to when to escalate major issues to senior level colleagues ensuring compliance.
Offers technical and transactional support for complex or high-priority relationships when needed to ensure relationship satisfaction and facilitate a mutual internal and external understanding.
Develops strong relationships with professional counterparts at client organizations.
Attends and participates in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company.
Job ID R_
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Client Relationship Management - Specialist
Posted 1 day ago
Job Viewed
Job Description
**Company**:
Marsh
**Description**:
Serves as the project manager for the account team on large initiatives or complex accounts, implements action plans, monitors progress, assures service meets or exceeds expectations and protects the Firm from Errors & Omissions.
Conducts research on various markets or industries as designated to find resources on new growth areas and trends for expansion for internal use to identify growth opportunities.
Conducts and refines data analyses to support proposal creation and account-facing presentations.
Addresses escalated issues and concerns in a timely and effective manner, helps manage expectations, mitigate relationship risks and applies judgement as to when to escalate major issues to senior level colleagues ensuring compliance.
Offers technical and transactional support for complex or high-priority relationships when needed to ensure relationship satisfaction and facilitate a mutual internal and external understanding.
Develops strong relationships with professional counterparts at client organizations.
Attends and participates in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company.
Job ID R_
Fluent Arabic Fundraising & Investor Relations, Investment Management, Riyadh, Saudi Arabia - P[...]
Posted 4 days ago
Job Viewed
Job Description
Overview
Fluent Arabic Fundraising & Investor Relations, Investment Management, Riyadh, Saudi Arabia - PER, Private Equity Recruitment. This role focuses on leading capital-raising efforts and strengthening relationships with both new and existing investors.
What the job involves- Meeting potential investors, including family offices, multi-family offices, other LPs and investment consultants
- Playing a leading role in the investor relations and fundraising team
- Oversee and mentor the members of the fundraising and investor relations teams
- Strong track record of raising funds from ultra high net worth families
- Fluency in Arabic is required
- Experience of working with LPs in the Middle East is preferred
- Highly collaborative, and a strong team-oriented approach
- Well networked individual who has an existing book of investors
- Mid-Senior level
- Full-time
- Management
- Investment Management
Fluent Arabic Fundraising & Investor Relations, Investment Management, Jeddah, Saudi Arabia | J[...]
Posted 23 days ago
Job Viewed
Job Description
When you click apply, you will be redirected to the company’s website. Please ensure you have completed the company’s application process on their platform to fully apply.
About our clientWe are working on an exciting opportunity with a prestigious investment management firm.
This role will focus on leading capital-raising efforts and strengthening relationships with both new and existing investors.
What the job involves- Meeting potential investors, including family offices, multi-family offices, other LPs, and investment consultants
- Playing a leading role in the investor relations and fundraising team
- Overseeing and mentoring members of the fundraising and investor relations teams
- Strong track record of raising funds from ultra high net worth families
- Fluency in Arabic is required
- Experience working with LPs in the Middle East is preferred
- Highly collaborative with a strong team-oriented approach
- Well-networked individual with an existing book of investors
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You will be redirected to the company’s website – you must complete the application on their platform to apply.
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