Investment Advisor

Direct message the job poster from Agency21 International

Company Description

Agency21 International, Pakistan's biggest estate agency, simplifies real estate experiences and ensures transparent property transactions. An enterprise affiliated with Steptons International UK, we operate across 30+ cities with over 2000 advisors. We facilitate 20,000+ clients through 100+ offices. Our core services include Comparative Market Analysis, Total Market Overview, Broker's Price Opinion, facilitating purchases and sales, document preparation, and providing legal cover.

Role Description

This is a full-time on-site role based in Rawalpindi for an Investment Advisor. The Investment Advisor will be responsible for providing financial planning services, developing investment strategies, and advising clients on investment opportunities. The role involves assessing clients' financial needs, managing investment portfolios, and delivering excellent customer service. The advisor will also ensure that clients' investments are aligned with their financial goals and risk tolerance.

Qualifications

• Skills in Financial Planning, Investments, and Investment Strategies
• Strong knowledge of Finance and financial markets
• Exceptional Customer Service skills and client relationship management
• Ability to communicate complex financial concepts clearly
• Relevant certifications or licenses in finance or investment advisory
• Bachelor's degree in Finance, Economics, or related field
• Experience in the real estate or finance industry is an advantage

• Seniority levelEntry level

• Employment typeFull-time

• Job functionFinance and Sales

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