Investment Advisor

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Company Description

Agency21 International, Pakistan's Biggest Estate Agency, simplifies real estate experiences and ensures transparent property transactions. Affiliated with Steptons International UK, the company operates with over 2000 advisors in 30+ cities, facilitating 20,000+ clients across 100+ offices. Agency21 International offers core services such as Comparative Market Analysis, Total Market Overview, Broker's Price Opinion, purchase and sale facilitation, document preparation, and legal cover provision.

Role Description

This is a full-time on-site role for an Investment Advisor located in Rawalpindi. The Investment Advisor will be responsible for providing financial planning, managing investments, developing and implementing investment strategies, and ensuring comprehensive customer service. The advisor will also facilitate transparent real estate transactions and prepare necessary documents, ensuring all clients have a thorough understanding of their investments.

Qualifications

• Financial Planning and Finance skills
• Experience in managing Investments and developing Investment Strategies
• Exceptional Customer Service skills
• Excellent analytical and decision-making abilities
• Strong communication and interpersonal skills
• Bachelor's degree in Finance, Economics, or a related field
• Certification in Financial Planning (CFP) or equivalent is a plus
• Experience in the real estate industry is beneficial

• Seniority levelEntry level

• Employment typeFull-time

• Job functionFinance and Sales

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