Wealth Manager

Company Description

With over 17 years of industry experience, ABL Funds (ABL Asset Management Company Limited) is a leading asset management company in Pakistan, offering a diverse array of investment solutions including mutual funds, pension funds, investment plans, and advisory services. ABL Funds holds the prestigious Asset Manager Rating of AM1 by PACRA and is a wholly owned subsidiary of Allied Bank Limited (ABL).

Role Description

This is a full-time role for a Wealth Manager, located on-site in Dera Ghazi Khan. The Wealth Manager will be responsible for managing client portfolios, new account opening & providing personalized financial planning and investment advice, conducting regular reviews of clients' financial situations, and recommending appropriate investment strategies. The role involves close interaction with clients to understand their financial goals and ensure their investment plans align with these objectives.

Qualifications

• Bachelor's degree in Finance, Economics, or related field
• Proficiency in Financial Planning and Finance
• Experience in Investment Management and Investments
• Knowledge of Banking products and services
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
  
  

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