Job closed
Ref: RP212-06
Job description / Role
• Successful investment advisers are able to combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals.
• Employment as an investment adviser requires an education in finance, business or economics, as well as state and federal licenses.
• Some employers also require certification by organizations such as the Certified Financial Planner Board of Standards.
• Because investment advisers hold an important part of a client's life in their hands, they are held to strict standards when it comes to their duties and responsibilities.
• Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.
• Personal financial advisors typically do the following:
• Meet with clients in person to discuss their financial goals
• Explain the types of financial services they provide to potential clients
• Educate clients and answer questions about investment options and potential risks
• Recommend investments to clients or select investments on their behalf
• Help clients plan for specific circumstances, such as education expenses or retirement
• Monitor clients’ accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children
• Research investment opportunities
• Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance.
• Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments.
• They invest clients’ money based on the clients’ decisions.
• Many advisors also provide tax advice or sell insurance.
Requirements
• Excellent communication, interpersonal and listening skills
• The capability to explain complex information simply and clearly
• The ability to network and establish relationships with clients
• Research and analytical skills
• Negotiation and influencing skills as well as determination and tenacity
• The ability to work in a team
• Time management skills
• Customer service skills
• Self-motivation and organization
• A good level of numeracy and it skills
• A target-driven mindset
• A flexible approach to work
• Decision-making skills
• Discretion and an understanding of the need for client confidentiality
• An ethical and professional approach to work.
About the Company
Based on our beliefs of the rich Historical assets of our country, we have established “Paradise Inn Group” Group to be the Leader Investor of the historical and tourist locations through unique variety of Heritage Hotels & Luxury resorts, where we can provide the high class tourism and top hospitality to reflect the civilized, cultural and artistic origin of our country Egypt.