Wealth Management Advisor

7 days ago


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

About Us

EFU Life Assurance - Karachi Cantt Branch is a leading life insurance provider in Pakistan, committed to delivering innovative solutions that meet the evolving needs of our customers. Our team of experts works tirelessly to ensure that our customers receive the best possible service and support.

Job Summary

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;

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;

Our Company Offers

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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