Senior Investment Advisor

3 days ago

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

Company Description

Agency21 International, Pakistan's Biggest Estate Agency, simplifies your Real Estate experience and ensures transparent property transactions. Affiliated with Steptons International UK, Agency21 International has a team of over 2000 advisors spread across 100+ offices in 30+ cities, facilitating 20,000+ clients. 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 a Senior Investment Advisor located in Islāmābād, Pakistan. The Senior Investment Advisor will be responsible for providing personalized financial planning and investment strategies, managing clients' investment portfolios, and offering expert advice on finance and investment opportunities. The role involves continuous engagement with clients to understand their financial goals and providing superior customer service throughout the investment process.

Qualifications

  • Expertise in Financial Planning and Finance
  • Proficiency in Investments and Investment Strategies
  • Strong skills in Customer Service
  • Excellent written and verbal communication skills
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant certifications such as CFA, CFP, or related are a plus
  • Experience working in the real estate or financial services industry is beneficial

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