Finance Investment Advisors
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Job Description
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.
Employment Type
Full Time
