Quotation Estimate Banker in Saudi Arabia Jeddah –Free Word Template Download with AI
Professional Banker Services — Saudi Arabia, Jeddah
| Quotation Estimate No. | QE-JED-2025-04782 |
| Date of Issue | 15 June 2025 |
| Validity Period | 30 calendar days from the date of issue |
| Prepared By | Al-Riyadh Financial Advisory Group, Jeddah Branch |
| Address | Tower 3, King Fahd Road, Al-Shati District, Jeddah 23412, Saudi Arabia |
| Client Name | [Client / Company Name to be inserted] |
| Client Address | [Client Address, Jeddah, Saudi Arabia] |
| Contact Person | [Name & Title] |
| CR / VAT No. | [Commercial Registration Number] / [VAT Registration Number] |
This Quotation Estimate is issued by Al-Riyadh Financial Advisory Group to provide a comprehensive and itemized cost breakdown for the engagement of a qualified Banker professional to deliver specialized financial and banking services within the city of Jeddah, Saudi Arabia. The services outlined herein are designed to support the client in navigating the regulatory, operational, and strategic dimensions of banking activities as governed by the Saudi Central Bank (SAMA) and the relevant financial regulations applicable in the Kingdom of Saudi Arabia.
The Banker engagement described in this Quotation Estimate encompasses advisory, operational oversight, compliance management, and strategic financial planning tailored specifically to the commercial and economic environment of Saudi Arabia Jeddah, one of the Kingdom's principal financial and trade hubs.
| Ref. | Description of Banker Service | Duration / Frequency | Unit (SAR) | Total (SAR) |
|---|---|---|---|---|
| 01 | Senior Banker Advisory & Strategic Financial Planning for corporate banking operations in Jeddah, Saudi Arabia | 12 months | 45,000 | 540,000 |
| 02 | Regulatory Compliance Management & SAMA Reporting Oversight (Banker-led) | 12 months | 28,000 | 336,000 |
| 03 | Trade Finance & Letter of Credit Facilitation (Banker coordination with Jeddah banking institutions) | Per transaction (est. 20) | 12,500 | 250,000 |
| 04 | Corporate Account Management & Treasury Operations Oversight (Banker on-site, Jeddah office) | 12 months | 32,000 | 384,000 |
| 05 | Islamic Banking & Sharia-Compliant Finance Advisory (Banker specialist) | 6 months | 22,000 | 132,000 |
| 06 | Bank Relationship Management & Negotiation Support (Banker representation with Saudi banks in Jeddah) | 12 months | 18,000 | 216,000 |
| 07 | Monthly Financial Reporting, Risk Assessment & Board Presentations (Banker-led) | 12 months | 15,000 | 180,000 |
| 08 | Onboarding, Licensing Support & ZATCA Tax Compliance Coordination (Banker & legal team) | One-time | 35,000 | 35,000 |
| Subtotal (SAR) | 2,073,000 | |||
| VAT @ 15% (Saudi Arabia) | 310,950 | |||
| Grand Total (SAR) | 2,383,950 | |||
All amounts are quoted in Saudi Riyals (SAR). VAT at 15% is applied in accordance with the Zakat, Tax and Customs Authority (ZATCA) regulations in Saudi Arabia. This Quotation Estimate is exclusive of any third-party bank fees, government levies, or transaction charges imposed by financial institutions in Jeddah.
- This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. Beyond this period, all rates and service terms are subject to revision.
- The Banker professional assigned to this engagement shall hold a minimum of ten (10) years of experience in corporate and trade banking within the Kingdom of Saudi Arabia and shall be fluent in both Arabic and English.
- All services shall be performed in compliance with the regulations of the Saudi Central Bank (SAMA), the Capital Market Authority (CMA), and applicable laws of Saudi Arabia Jeddah.
- Payment terms: 30% advance upon acceptance of this Quotation Estimate, 40% upon completion of the first six (6) months of service, and 30% upon successful completion of the full engagement period.
- Invoices shall be issued in Saudi Riyals (SAR) and are payable within thirty (30) days of the invoice date via bank transfer to the designated account in Jeddah, Saudi Arabia.
- Any additional services beyond the scope defined in this Quotation Estimate shall be subject to a separate written amendment and additional cost approval by the client.
- The Banker shall maintain strict confidentiality of all client financial data, trade information, and banking credentials in accordance with Saudi data protection regulations.
- This Quotation Estimate does not constitute a binding contract until formally accepted in writing by both parties and countersigned by authorized representatives.
- Force majeure events, including but not limited to government-mandated closures or regulatory changes in Saudi Arabia Jeddah, shall be addressed through mutual written agreement.
By signing below, the client acknowledges and accepts the terms, conditions, and cost structure outlined in this Quotation Estimate for the engagement of a Banker professional to deliver the specified financial and banking services in Saudi Arabia Jeddah.
For and on behalf of the Service Provider:
Name: ______________________________Title: Managing Director, Al-Riyadh Financial Advisory Group
Signature: ______________________________
Date: ______________________________
For and on behalf of the Client:
Name: ______________________________Title: ______________________________
Signature: ______________________________
Date: ______________________________ ⬇️ Download as DOCX Edit online as DOCX
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