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The Family Office Company
Relationship Management · Riyadh Office

Assistant Financial Advisor

Are you a proactive and results-driven professional with a passion for client engagement and business growth? 

Join our team as an Assistant Financial Advisor, where you'll play a key role in identifying new opportunities, nurturing client relationships, and driving investment commitments.

Your Role:

  • Identify and engage new clients via networking, referrals, and digital outreach
  • Stay updated on The Family Office products, investments, and market trends
  • Build relationships, assess needs, and drive account openings
  • Work with Relationship Management and servicing teams for smooth onboarding
  • Meet AUM and acquisition targets while tracking progress

Qualifications & Experience:

  • Background in Treasury, Private Banking, or Wealth Management (preferred)
  • Bachelor's in Finance, Accounting, Investment or related
  • Experience in investment sales, client management, or capital markets

Skills & Competencies:

  • Relationship Management: strong at building and maintaining client trust
  • Financial & Market Expertise in financial products, investments, & market trends
  • Fluent in Arabic and English, detail-oriented, and skilled in Microsoft Office
  • Tech & Adaptability: adopts digital tools & thrive in fast-paced environments

Due to the high volume of applications, only candidates selected for an interview will be contacted. Thank you for your understanding.

Department
Relationship Management
Locations
Riyadh Office

About The Family Office Company

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.

With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.

Founded in 2004
Co-workers 120+
Relationship Management · Riyadh Office

Assistant Financial Advisor

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