Wealth Management Analyst

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our...

Get AI-powered advice on this job and more exclusive features.Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience....

Job Title: Senior Wealth AdvisorOverviewThe successful candidate will be responsible for managing wealth and providing financial guidance to clients.

Employer: Pak Qatar Investment ManagementIndustry: SalesLocation: KarachiPosition: Senior Wealth AdvisorQualifications:Minimum BachelorsExperience:At least 1-2 years of Mutual Funds / Bank or other FIs Sales experienceAdditional Requirements:Candidates must have access to conveyanceProficient language and computer skillsFor applications, please send your...

HR Manager | Talent Acquisition & HR OperationsDepartment: FinanceEmployment Type: Full-time/RemoteResponsibilities: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...

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our...

About Lumida:We are a digitally native, independent investment advisor specializing in alternative investments.At Lumida Wealth, we want to redefine wealth management.Lumida is recognized in industry media and trusted for our non-consensus insights.We seek to combine investment excellence with the best of trust and estate in a digitally native format.Role...

As a Wealth Advisor, you will play a crucial role in providing information to clients by collecting, analyzing, and summarizing data and trends.Key Responsibilities:Collect and analyze market data to provide insightful recommendations to clients.Develop and implement effective advertising and sales promotion programs to achieve marketing and sales...

2 days ago Be among the first 25 applicantsAbout Lumida:We are a digitally native, independent investment advisor specializing in alternative investments.At Lumida Wealth, we want to redefine wealth management.Lumida is recognized in industry media and trusted for our non-consensus insights.We seek to combine investment excellence with the best of trust and...

We're seeking an experienced professional to lead our team in Private Banking & Wealth Management. As a senior executive, you will be responsible for driving business growth and delivering financial objectives.Key ResponsibilitiesFormulate and implement effective sales strategies to acquire new customers and enhance existing relationships.Direct and manage a...