Wealth Advisor

We are looking for a Wealth Advisor in Islamabad, Karachi, Lahore, Peshawar.

Eligibility

• Education: Minimum Bachelor's degree
• Experience: Fresh or 1 year of relevant experience in the Financial Sector
• Mutual Funds Industry Experience Will Be Preferred.

Location: Karachi, Lahore, Islamabad, Peshawar.

Responsibilities

• Achieving set targets such as net sales, customer base, management fee and sales load or as assigned by the management.
• To provide need-based investment advisory services to the existing and potential customers.
• Building strong and long-term relationships with clients and providing excellent customer services.
• Maintain in-depth and up-to date knowledge of all applicable investment products of the Company and its competitors (direct or indirect).
• Generate client referrals with the aim of expanding customer base.
• Resolve client complaints / issues, customer queries within defined TATs.
• Maintain daily sales meeting and calling activities.
• Strictly adhere rules and policies of the Company.
• Assist team to any other assignments given by the line manager.

Job Type: Full-time

Pay: Rs100,000.00 - Rs150,000.00 per month

Work Location: In person