Financial Advisor

6 days ago

Dhaka, Dhaka, Bangladesh Bay Leasing & Investment Limited Full time ৳600,000 - ৳1,200,000 per year

Company Description

One of the Leading Financial Institutes of Bangladesh, the company enjoys a sound financial position and a good corporate culture. With a diverse range of financial products including Lease Finance, Term Finance, Revolving Loans, Project Finance, and more, the institute is committed to meeting the varying needs of its clients. The company emphasizes providing specialized financial solutions like Women Entrepreneur Loans, SME Finance, and Real Estate Finance to foster growth and development.

Role Description

This is a full-time on-site role for a Financial Advisor, located in Dhaka, Bangladesh. The Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, and offering insights on investment opportunities. Daily tasks include analyzing financial data, answering client queries, preparing financial reports, and staying updated on market trends. The role also involves building and maintaining client relationships to ensure long-term financial success.

Qualifications

  • Strong understanding of financial products including Lease Finance, Term Finance, and Project Finance
  • Expertise in Financial Planning, Investment Management, and Portfolio Analysis
  • Excellent skills in Client Relationship Management and Customer Service
  • Proficiency in Financial Data Analysis and Report Preparation
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Accounting, Economics, or related field; a Master's degree or relevant certification (e.g., CFA) is a plus
  • Experience in the financial services industry is preferred

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