Wealth Management Advisor

4 weeks ago


Islamabad, Islamabad, Pakistan IMARAT Full time
Company Description

IMARAT is one of Pakistan's leading real estate groups, having delivered real estate excellence for over 15 years. Based in the UK, IMARAT Group of Companies also operates in Pakistan, executing 6 major real estate projects since 2015, which include malls, hotels, and a luxury apartment complex in Islamabad and Rawalpindi. With a vast residential and commercial property portfolio, IMARAT upholds the values of trust and honesty. The company's prominence in global real estate markets is attributed to transforming traditional business practices with modern techniques to meet customers' evolving needs.

Role Description

This is an on-site full-time role for a Wealth Management Advisor located in Islamabad. The Wealth Management Advisor will be responsible for providing tailored financial planning and retirement planning services. Day-to-day tasks include advising clients on investments, developing personalized wealth management strategies, and managing client portfolios. The role involves collaborating with various departments to deliver comprehensive wealth management services and ensuring that clients achieve their financial goals.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Strong background in Investments and Finance
  • Proficiency in providing Wealth Management Services
  • Ability to develop and implement personalized financial strategies
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Experience in the real estate sector is a plus
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