Finance Investment Advisors
صاحب العمل نشط
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
شارك هذه الوظيفة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
الوصف الوظيفي
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.
نوع التوظيف
دوام كامل
