
Financial Planning Specialist
7 days ago
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:
- Provide comprehensive financial planning services to clients, including investment advice and retirement planning;
- Develop and implement tailored financial solutions to meet the unique needs of each client;
- Analyze data and market trends to identify opportunities and risks for clients;
- 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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