Senior Officer Wealth Management

3 weeks ago

Karachi, Sindh, Pakistan Elahi Group of Companies Full time
HR Manager | Talent Acquisition & HR Operations

Department: Finance

Employment Type: Full-time/Remote

Responsibilities:

  • Develop and manage relationships with high-net-worth individuals (HNWIs) and affluent clients.
  • Understand clients' financial goals, risk appetite, and investment preferences to offer tailored wealth management solutions.
  • Provide advisory on a range of products, including mutual funds, bonds, insurance, portfolio management services, and structured products.
  • Conduct regular portfolio reviews and rebalancing strategies to ensure optimal returns and alignment with client objectives.
  • Meet assigned sales and revenue targets by identifying new business opportunities and cross-selling wealth products.
  • Keep abreast of market trends, economic updates, and investment strategies to offer informed advice.
  • Coordinate with internal teams (e.g., operations, legal, compliance) to ensure seamless service delivery.
  • Maintain a deep understanding of the wealth management market in Karachi and Pakistan, including key players, trends, regulatory developments, and the competitive landscape.
  • Provide expert advice on PIBs, fixed-income securities, equities, mutual funds, ETFs, and alternative investments.
  • Monitor market trends, economic indicators, and regulatory changes affecting investments.
  • Stay updated on emerging investment trends, including digital assets, green bonds, and Shariah-compliant instruments.

Requirements:

  • Bachelor's degree in Finance, Business, Economics, or a related field (Master's or professional certifications such as CFA, CFP preferred).
  • 3–5+ years of experience in wealth management, private banking, or financial advisory roles.
  • Strong understanding of financial instruments, investment products, and portfolio management.
  • Proven track record in relationship management and achieving sales/revenue targets.
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