Job Description

Job Title: Wealthtech Client Advisor

Job Description: As a Wealthtech Client Advisor, you will advise clients on a digital investment platform, driving engagement and assets under management.

Responsibilities:

• Advise clients on investment products and portfolio allocation.
• Onboard clients onto the digital investment platform.
• Monitor client portfolios and recommend adjustments based on market conditions.
• Collaborate with product, operations, and compliance teams on client experience.

Qualifications Needed:

• 5+ years of relationship management or wealth advisory experience in wealthtech or investments.
• Strong understanding of investment products and CMA regulations.
• Proven track record of managing client relationships and driving AUM growth.
• Excellent communication, analytical, and relationship-building skills; fluent in English and Arabic.

What the Company Offers:

• Competitive tax-free salary with performance bonuses.
• Opportunity to advise clients on a digital investment platform.
• Comprehensive health insurance and professional development support.

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