Investment Advisory Services Manager
1 week ago
We are seeking a highly skilled Investment Advisory Services Manager to join our team at lxbfYeaa. As a key member of our team, you will provide expert investment advice and guidance to our clients, helping them achieve their financial goals.
About the Role:- Develop and implement comprehensive investment plans for clients, aligning with their financial objectives and risk tolerance.
- Conduct in-depth financial analyses of clients' investments, identifying opportunities, risks, and areas for improvement.
- Offer strategic investment advice, recommending asset allocation strategies and product solutions.
Key Responsibilities:
Investment Advisory:- Collaborate with clients to understand their financial goals and risk tolerance.
- Develop and recommend customized investment portfolios, considering market trends and economic developments.
Qualifications and Skills:
- Bachelor's degree in finance, business administration, or related field.
- Advanced certifications such as CFA, CPA, or ACCA are preferred.
- Minimum 2 years of experience in a similar role, preferably in corporate banking.
- Excellent communication and interpersonal skills.
- Strong analytical mindset and ability to conduct in-depth financial analysis.
Salary and Benefits:
- Competitive monthly salary of QAR 7,500.
- Incentive package based on performance.
- Comprehensive medical insurance package.
- Annual leave of 30 calendar days.
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