Senior Investment Advisor

Agency21 International; Peshawar City Tehsil; On-site; PKR 1,800,000 - 3,200,000; Full time

Job summary

Agency21 International in Pakistan is seeking a Senior Investment Advisor to guide clients through real estate investments and portfolio strategies. You will meet clients, present proposals, and coordinate with internal teams to ensure compliant transactions.

The role requires strong financial modeling, market analysis, and client-facing skills to build trust and support informed decision-making in a fast-paced environment in Peshawar.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• Certifications in investment or wealth management are a plus asset.
• Strong knowledge of real estate markets and regulatory requirements.
• Excellent communication, negotiation, and presentation skills.
• Proven ability to model financial scenarios and analyze markets.

Responsibilities

• Meet clients and present investment proposals and portfolio options.
• Prepare financial projections and tailor investment strategies.
• Coordinate with sales, legal and operations for compliant transactions.
• Maintain accurate records of all advisory activities.
• Monitor market trends and identify new investment opportunities.

Skills

Financial planning

Investments

Customer service

Real estate knowledge

Communication

Financial modeling

Analytical skills

Ethical/proactive mindset

Education

Bachelor’s degree in Finance/Economics/Business

Job description

Company Description Agency21 International, Pakistan’s biggest estate agency, is dedicated to simplifying the real estate experience and ensuring transparent property transactions. Affiliated with Steptons International UK, the company operates across 100+ offices in more than 30 cities. With a network of over 2,000 advisors serving 20,000+ clients, Agency21 International offers comprehensive support throughout the property transaction lifecycle. Core services include Comparative Market Analysis, Total Market Overview, Broker’s Price Opinion, exposure services, facilitation of purchase and sale, document preparation, and legal cover provision. Professionals joining Agency21 International are part of a fast-growing, structured environment with strong client-focused values and robust operational support.

Role Description The Senior Investment Advisor is a full-time, on-site role based in Peshawar, focused on guiding clients through real estate investment decisions and portfolio strategies. The role involves assessing client financial goals, conducting detailed market and financial analyses, and recommending tailored investment options aligned with risk profiles and long-term objectives. Day-to-day responsibilities include meeting clients, presenting investment proposals, preparing financial projections, coordinating with internal teams for documentation and compliance, and maintaining accurate records of all advisory activities. The Senior Investment Advisor also monitors market trends, identifies new investment opportunities, and participates in client education initiatives to build trust and support informed decision-making. Collaboration with sales, legal, and operations teams is expected to ensure seamless, transparent, and compliant transactions.

Qualifications

• Demonstrated expertise in Financial Planning and Finance to assess client goals, risk tolerance, and overall financial health.
• Strong capabilities in Investments and Investment Strategies to design and recommend appropriate real estate investment solutions.
• Proven Customer Service skills to build long-term client relationships, handle inquiries professionally, and resolve issues promptly.
• Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications in investment or wealth management are an asset.
• Solid knowledge of real estate markets, preferably within Pakistan, and familiarity with regulatory and compliance requirements.
• Excellent communication, negotiation, and presentation skills, with the ability to explain complex financial concepts in clear, accessible language.
• Strong analytical and quantitative skills, including proficiency with spreadsheets and financial modeling tools.
• Proactive, ethical, and detail-oriented mindset, with the ability to work in a fast-paced, client-centered environment and meet performance targets.