Senior Investment Advisor
7 days ago
Company Description
Agency21 International, Pakistan's biggest estate agency, simplifies real estate experiences and ensures transparent property transactions. Affiliated with Steptons International UK, Agency21 International has over 2000 advisors in 30+ cities and supports 20,000+ clients through more than 100 offices. The company's core services include Comparative Market Analysis, Total Market Overview, Broker's Price Opinion, exposure, facilitating purchases and sales, document preparation, and providing legal cover.
Role Description
This is a full-time on-site role for a Senior Investment Advisor located in Islamabad, Pakistan. The Senior Investment Advisor will be responsible for providing financial planning and investment advice, developing investment strategies, managing finance-related tasks, and delivering excellent customer service. Day-to-day tasks include conducting market analysis, preparing investment portfolios, advising clients on financial decisions, and ensuring compliance with regulatory standards.
Qualifications
- Strong skills in Financial Planning, Investments, and Investment Strategies
- Expertise in Finance and related financial management tasks
- Excellent Customer Service skills
- Exceptional analytical and problem-solving abilities
- Outstanding written and verbal communication skills
- Demonstrated ability to work effectively in a team-oriented environment
- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications such as CFA or CFP are a plus
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