Financial Planning Strategist

7 days ago


Islamabad, Islamabad, Pakistan Agency21 International Full time

Agency21 International Overview

We are Agency21 International, Pakistan's largest real estate agency, affiliated with Steptons International UK. Our goal is to facilitate transparent and efficient real estate transactions through our network of over 2000 advisors across 30+ cities.

Job Summary

This is a full-time on-site role for an Investment Advisor located in Islamabad, Pakistan. As an Investment Advisor, you will be responsible for financial planning, implementing investment strategies, managing finances, and providing exceptional customer service to clients.

Key Responsibilities

  1. Develop and implement comprehensive financial plans tailored to individual client needs
  2. Analyze market trends and make informed investment decisions
  3. Maintain accurate financial records and reports
  4. Build and maintain strong relationships with clients through excellent communication and interpersonal skills

Required Qualifications

  • Strong background in finance, economics, or business
  • Relevant certification such as CFA or CFP is highly desirable


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