Finance Investment Advisors

Manama, Bahrain
Full-Time
Executive: More than 10 years
.د.ب 10,000 - .د.ب 15,000 (Per Month)
Posted on Oct 11 2023

About the Job

Skills

Client relationship
Business Development
Wealth Management Services
analytical thinking
Risk Assessment
Detail orientation

Company Overview


Sinclus Marketing Services Pvt. Ltd is a Mumbai-based 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 full-time position.


Qualifications and Skills


  • Bachelor's degree in finance, economics, or related field. Master's 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 problem-solving 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 in-depth 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.





About the company

Sinclus Marketing Services Pvt. Ltd A Mumbai-Based Staffing Services Provider to Overseas Clients Since 1991 About Us: Sinclus Marketing Services Pvt. Ltd has been serving a wide range of industries, including Oil & Gas, Petrochemical, Infrastructure, Airports, Fertilizer, Upstream and Downstream and other EPC and subcontracting companies since 1991. We specialises in meeting staffing require ...Show More

Industry

Staffing Services Provide...

Company Size

51-200 Employees

Headquarter

MUMBAI, Maharashtra

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