وظائف مستشارو الاستثمار المالي في SINCLUS في المنامة ,البحرين

About the job

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

إقرأ أيضا:وظائف مهندسين بشركة Engineering Consulting Bureau ECB | مصر

 

• 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.