Financial Planning Expert

3 days ago


Islamabad, Islamabad, Pakistan IMARAT Full time

IMARAT Overview

We are a leading real estate group based in the UK, with subsidiary companies in the UK and Pakistan. Our brand is built on trust and honesty, transforming traditional practices to meet the modern needs of our customers.

About Us

Established over 15 years ago, IMARAT has initiated six major projects since 2015, including malls, hotels, and a luxury apartment complex in Islamabad and Rawalpindi.

Role Description

This is a full-time on-site role for an Investment Advisor located in Islamabad. The advisor will maintain and grow client portfolios by assessing financial needs and providing expert advice on investment options.

Duties and Responsibilities

  • Developing investment strategies and managing client investments
  • Providing customer service and maintaining strong relationships
  • Assessing financial needs and offering expert advice on investment options
  • Maintaining and growing client portfolios

Qualifications

  • Financial planning, investments, and investment strategies skills
  • Proficiency in finance and related analytical skills
  • Strong customer service skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and within a team
  • Bachelor's degree in finance, economics, business, or related field
  • Experience in the real estate or investment industry is a plus
  • Relevant certifications (e.g. CFA, CFP) are preferred

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales



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