
Investment Strategy Coordinator
6 days ago
About Us
Agency21 International, Pakistan's largest estate agency, partners with Steptons International UK to deliver seamless real estate experiences. With a strong presence in 30+ cities, we pride ourselves on transparency and reliability.
Job Opportunity
This full-time role involves providing expert financial guidance to clients, crafting bespoke investment plans, and ensuring impeccable customer care. The ideal candidate will possess excellent communication skills, financial acumen, and a collaborative mindset.
Main Duties
- Deliver comprehensive financial solutions tailored to clients' needs
- Leverage industry knowledge to advise on investment opportunities
- Maintain accurate records and ensure compliance with regulations
- Collaborate with the team to drive business growth and excellence
- Relevant certifications, such as CFA or CFP, are highly valued
Essential Qualifications
- Graduate degree in Finance, Economics, Business, or a related field
- Proven experience in investment analysis and financial planning
- Strong analytical and problem-solving skills
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