Requirements
QualificationsFluency in English is a MUST.Proficiency in Investments, covering asset allocation, risk assessment, and portfolio management.Hands-on experience delivering Wealth Management Services, including advisory support and ongoing portfolio review.Bachelor’s degree or higher in Finance, Economics, Business, or a related field.
Description
OWORKERS is a multilingual Business Process Outsourcing (BPO) company specializing in staff augmentation and back- and front-office operations for global clients. The organization delivers complex data annotation, customer and technical support, data processing, content moderation, human verification, and accounting services in 35 languages. OWORKERS combines AI-driven solutions with human expertise to offer flexible, affordable, and scalable services tailored to client needs. With ISO 27001 and full GDPR compliance, the company operates five delivery centers, including Cairo, and serves many top-tier brands, worldwide leaders, and Fortune 500 companies.OWORKERS has been in business for over a decade and is a multi-award-winning provider recognized in the IAOP 2025 Global Outsourcing 100.Role DescriptionThe Customer Service - Financial Advisor will support clients by assessing their financial goals, analyzing current financial situations, and developing personalized wealth management plans. Day-to-day responsibilities include providing guidance on investments and retirement planning, preparing financial reports and projections, and explaining financial products and services in clear, accessible terms. The role involves regular client meetings, portfolio reviews, and coordination with internal teams to ensure high-quality, compliant, and client-focused advisory services. The Advisor is expected to stay informed about market trends, regulations, and best practices to optimize client outcomes and maintain strong long-term relationships.Why join OWorkers?Join a global, multilingual organization with more than 10 years of industry experience.Work in an international business environment supporting global operations.Contribute to structured financial processes and continuous operational improvement.Collaborate with experienced professionals across teams and locations.Build your experience within a growing organization operating across multiple countries.Work Conditions:Setup: On-Site in Degla El MaadiShift: 9 hours including 1 hour of breaksFull Time 5 days/Week with Saturday and Sunday OFFShifts: First shift starts at 5PM / last shift ends at 10AM