Investment Advisor Team Lead at Bilaad Realty Limited

Job Summary

• In furtherance to our objective of repositioning the company for growth and profitability, and to meet the strategic objectives of our vision, we are now seeking for a self-managed, strong business Acumen professional of high integrity to meet the challenges inherent in the position of Investment Advisor Team Lead.

Responsibilities

• Fund mobilization and/or Liability Generation
• Analyze financial information
• Cultivate client relationships
• Develop Wealth Marketing and Sales strategies
• Manage Assets and client portfolios
• Compliance and Risk Aversion The ideal candidate will also have the following personal and professional characteristics:
• High energy and engaging, with a good sense of humour especially with client relations
• Comfort in a fast-paced, evolving and self-directed working environment
• Independent work style, and a high level of comfort with cross-functional teams
• Ability to effectively and efficiently prioritize among competing demands
• Deep interest in educating, training and mentoring junior staff of the firm Humility and a deep interest in continuous learning
• Ability to integrate into small, closely-knit team that strives to work together and support the development of all its members..

Background Requirements and Qualifications

• Degree in Finance, Economics, Management or any related field
• At least 5 years’ experience in Real estate, financial services or similar filed
• Track record of business development and relationship management, including individual and institutional relationships and networks
• Must be analytical Able to understand complex information
• Strong numerical skills

Competencies:

• Knowledge of investments – candidate must have significant knowledge of investment along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term
• Analytical thinking – it’s essential for the candidate to be critical thinker who can conduct research and formulate action steps based on hard data attract the right clients
• Communication skills – Candidate must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations
• Relationship management – since investment advisor ideally work with clients, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behaviour, a willingness to listen, and consistent performance
• Adaptability and Perseverance– candidate must be able to adapt the environment and any challenging situation.