Financial Planning Specialist

7 days ago


Karachi, Sindh, Pakistan EFU Life Assurance - Karachi Cantt Branch Full time

About EFU Life Assurance - Karachi Cantt Branch

We are a leading life insurance provider in Pakistan, committed to delivering innovative solutions that meet the evolving needs of our customers. Our vision is to become the preferred choice for financial protection and wealth creation.

Job Details

This is a full-time on-site role for a Financial Advisor located in Karāchi. The Financial Advisor will be responsible for providing expert advice on investment planning, retirement planning, and wealth management to our clients.

Main Responsibilities

The successful candidate will have the following responsibilities:

  1. Provide comprehensive financial planning services to clients, including investment advice and retirement planning;
  2. Develop and implement tailored financial solutions to meet the unique needs of each client;
  3. Analyze data and market trends to identify opportunities and risks for clients;
  4. Build and maintain strong relationships with clients through effective communication and customer service skills;

Key Requirements

To succeed in this role, you will need:

  • A Bachelor's degree in Finance, Economics, or a related field;
  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal abilities;
  • Certifications such as CFP or CFA are a plus;

What We Offer

We offer a competitive salary and benefits package, including:

  • Ongoing training and professional development opportunities;
  • A dynamic and supportive work environment;
  • The opportunity to work with a leading life insurance company in Pakistan.


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