Wealth Management Specialist

6 days ago

Karachi, Sindh, Pakistan beBee Careers Full time

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:
  1. Collect and analyze market data to provide insightful recommendations to clients.
  2. Develop and implement effective advertising and sales promotion programs to achieve marketing and sales objectives.
  3. Assist in creating realistic forecasts for each product and territory, taking into account historical data, market trends, competitive activity, promotional strategy, and sales effort.
  4. Achieve sales targets and generate revenue through the sale of financial products.
  5. Create awareness about our financial products among investors and design promotional materials such as corporate profiles, brochures, pamphlets, and Fund manager report booklets.

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