Finance Investment Advisors

Company Overview

Sinclus Marketing Services Pvt. Ltd is a Mumbaibased staffing services provider to overseas clients since 1991. We specialize in meeting staffing requirements for various industries including Oil & Gas Petrochemical Infrastructure Airports Fertilizer and more.

Job Overview

We are seeking a highly skilled and experienced Finance Investment Advisor to join our team at SINCLUS. As a Finance Investment Advisor you will be responsible for providing expert financial advice and guidance to our clients. The role is based in Manama Capital Bahrain and is a fulltime position.

Qualifications and Skills

• Bachelors degree in finance economics or related field. Masters degree in finance or a relevant certification (e.g. CFA CFP) is highly desirable.
• Minimum of 10 years of experience in financial advisory or investment management roles.
• Strong knowledge of investment products financial markets and portfolio management strategies.
• Excellent analytical and problemsolving skills with the ability to interpret complex financial data.
• Proven track record of achieving investment goals and delivering exceptional client service.
• Effective communication and interpersonal skills with the ability to build trust and rapport with clients.
• Proficiency in financial software and tools for analysis and reporting.
• Ability to work independently and handle multiple client relationships simultaneously.
• High level of integrity and ethical conduct in dealing with confidential client information.

Roles and Responsibilities

• Provide comprehensive financial advice to clients on investment strategies portfolio management risk tolerance and financial planning.
• Conduct indepth financial analysis and research to identify investment opportunities and trends.
• Develop personalized investment plans and recommend suitable investment products and services based on client objectives and risk appetite.
• Monitor and manage client portfolios making adjustments and recommendations as necessary.
• Stay updated on market trends economic developments and regulatory changes that may impact investment strategies.
• Build and maintain strong relationships with clients ensuring a high level of customer satisfaction.
• Collaborate with other financial professionals such as tax advisors and estate planners to provide holistic financial solutions.
• Educate clients on various investment options and help them understand the potential risks and returns.
• Proactively identify new business opportunities and generate leads to expand the client base.
• Stay informed about industry best practices and maintain a strong knowledge of financial markets and products.