Financial Services Specialist

1 day ago


Rawalpindi Cantonment, Pakistan Agency21 International Full time

Agency21 International Overview

We are a leading estate agency in Pakistan, affiliated with Steptons International UK. With over 2,000 advisors across 30+ cities and 100+ offices, we facilitate transparent real estate transactions for 20,000+ clients.

Investment Advisor Role

This is a full-time on-site position at our Islamabad office. As an Investment Advisor, you will be responsible for financial planning, investment strategies, customer service, and ensuring seamless property transactions for clients.

Key Responsibilities
  • Financial Planning and Investments: Develop and implement personalized financial plans to meet client goals.
  • Investment Strategies and Finance: Provide expert advice on investment opportunities and manage client portfolios.
  • Customer Service: Deliver exceptional service to clients, responding to their needs and concerns in a timely manner.
  • Transparent Property Transactions: Ensure that all real estate transactions are conducted with transparency and integrity.

Requirements
  • Financial Planning and Investments Skills: Proven expertise in financial planning and investments.
  • Experience in Investment Strategies and Finance: Demonstrated experience in developing and implementing investment strategies.
  • Customer Service Skills: Excellent communication and interpersonal skills, with a focus on delivering exceptional customer service.
  • Strong Analytical and Problem-Solving Abilities: Ability to analyze complex financial data and develop creative solutions to problems.
  • Excellent Communication and Interpersonal Skills: Effective communicator with strong interpersonal skills, able to build relationships with clients and colleagues.
  • Ability to Work Well in a Team: Collaborative team player with a positive attitude and a willingness to support colleagues.
  • Bachelor's Degree in Finance, Economics, Business, or Related Field: Relevant academic qualification in finance, economics, business, or a related field.


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