Investment Advisor/Manager

Job Description

COMPANY NAME: LYKANS GROUP : LYKANS FINANCE

Job Summary

As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients’ financial needs, recommending appropriate investment strategies, and monitoring the performance of their investments. You will work closely with clients to build and maintain strong relationships, ensuring their satisfaction and trust in your services.

Key Responsibilities:

? Client Consultation: Meet with clients to understand their financial goals, risk tolerance, and investment preferences.

? Investment Strategy: Develop and recommend personalized investment strategies and portfolios based on clients’ financial situations and market conditions.

? Market Research: Stay informed about market trends, economic conditions, and financial products to provide up-to-date and relevant advice.

? Portfolio Management: Monitor and review clients’ investment portfolios, making adjustments as needed to align with their goals and risk profiles.

? Financial Planning: Assist clients with comprehensive financial planning, including retirement planning, tax strategies, and estate planning.

? Regulatory Compliance: Ensure all recommendations and transactions comply with relevant regulations and industry standards.

? Client Education: Educate clients on investment options, market conditions, and financial concepts to help them make informed decisions.

? Relationship Management: Build and maintain strong relationships with clients, providing exceptional service and addressing any concerns or questions they may have.

? Reporting: Prepare and present regular reports on investment performance, portfolio status, and financial progress to client

Qualifications:

? Education: Bachelor’s degree in Finance, Economics, Business, or a related field.

? Experience: Minimum of 1 years of experience as an investment advisor or financial consultant. Proven track record of managing investment portfolios and delivering financial advice.

Skills:

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

In-depth knowledge of financial markets, investment products, and financial planning strategies.

Compensation: Competitive Salary + Incentives

Walk-in candidates are also welcome to apply and will be considered for positions.

Location : 2106 , Prime Tower, Business Bay

Job Type: Full-time