Investment Advisor

2 days ago

Islamabad, Islamabad, Pakistan Agency21 International Full time 600,000 - 1,200,000 per year

Company Description

Agency21 International, affiliated with Steptons International UK, is Pakistan's biggest estate agency providing transparent property transactions. With 2000+ advisors in over 30 cities, we facilitate more than 20,000 clients through 100+ offices. Our core services include Comparative Market Analysis, Total Market Overview, Broker's Price Opinion, Exposure, Facilitating a Purchase and Sale, Document Preparation, and Legal cover provision.

Role Description

This is a full-time, on-site role for an Investment Advisor located in Islāmābād, Pakistan. The Investment Advisor is responsible for providing comprehensive financial planning and investment advice to clients. Daily tasks include assessing clients' financial needs, developing personalized investment strategies, managing client investment portfolios, and providing customer service. The role involves extensive client interaction and requires keeping up-to-date with market trends and financial regulations.

Qualifications

  • Financial Planning, Finance
  • Investments, Investment Strategies
  • Customer Service skills
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and meet deadlines
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Relevant certification (e.g., CFA, CFP) is a plus

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