Wealth Manager

1 week ago

Karachi, Sindh, Pakistan JS Investments Ltd Full time

Role Summary:

We are looking for a dynamic and client-focused Wealth Manager to join our team at the Wealth Center – DHA Phase 8. The role involves generating fresh investments, managing client relationships, and providing investment advisory services. The ideal candidate will have a strong sales orientation and a deep understanding of mutual fund products, client onboarding, and compliance protocols.

Key Responsibilities:

  • Client Acquisition: Target fresh investments by engaging new clients and providing customized proposals, fund comparisons, and fund performance reports.
  • Relationship Management: Maintain regular contact with new and existing clients, understand their financial needs, and offer suitable investment products.
  • Team Development: Build and manage a high-performing team, monitor their progress, and address concerns in line with company policies.
  • Revenue Generation: Make consistent efforts to achieve and exceed assigned sales targets. Regulatory Compliance: Ensure all client documentation is complete and compliant with SECP and internal regulatory standards.

Experience:

  • Minimum 5 years of relevant experience, preferably with a financial institution or asset management company. Strong interpersonal, sales, and client-servicing skills are essential.

Why Join Us?

At JS Investments Ltd., we offer a performance-driven environment where motivated individuals are empowered to grow and succeed. You'll gain exposure to a diverse client base, top-tier investment products, and professional development opportunities. We value initiative, integrity, and a commitment to excellence.

We are proud to be an equal opportunity employer and value diversity at our company.

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