Senior Financial Advisor

14 hours ago


Karachi, Sindh, Pakistan beBee Careers Full time

Job Summary

We are seeking an experienced professional to join our team as a Senior Financial Advisor. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

About the Role:

In this role, you will be responsible for meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets. You will also assess customers' needs and provide assistance and information on product features.

Main Responsibilities:

The main responsibilities of this role include:
• Providing strategic advice on products and services, such as investments, insurance coverage and debt management tools.
• Ensuring high levels of customer satisfaction through excellent sales service.
• Remaining knowledgeable on products offered and discussing available options with clients.
• Following and achieving sales goals on a monthly, quarterly and yearly basis.

Requirements:

To succeed in this role, you will need to have a proven track record of success in sales and customer service, with excellent communication and interpersonal skills. You should also have a good understanding of financial products and services, including investments, insurance coverage and debt management tools.


  • Financial Advisor

    14 hours ago


    Karachi, Sindh, Pakistan beBee Careers Full time

    Financial Advisor Job DescriptionWe are looking for an experienced Financial Advisor to join our team. The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.Main Responsibilities:The main responsibilities of this role include:• Meeting with clients to understand...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    Insurance Financial AdvisorAbout the RoleWe are seeking a skilled Insurance Financial Advisor to join our team. As an Insurance Financial Advisor, you will be responsible for providing expert advice on financial planning, retirement planning, and investments to our clients.Key ResponsibilitiesConduct financial needs analysis to identify client goals and...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    We are seeking a Financial Advisor to join our team. As an Insurance Financial Advisor, you will be responsible for financial planning and providing guidance on retirement planning, finance, insurance, and investments.The successful candidate will have a strong analytical mindset and excellent communication skills. They will be responsible for understanding...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    About the RoleWe are seeking a skilled Executive Financial Advisor to provide expert financial advice, manage financial transactions, and ensure tax compliance.ResponsibilitiesFinancial Advice: Provide expert financial advice to senior management, including financial planning, budgeting, and forecasting.Financial Transaction Management: Manage accounts...


  • Karachi, Sindh, Pakistan Hemayah Takaful Full time

    Financial Advisors And Takaful Team ManagersEFU Hemayah Takaful LTD is searching for self-driven, motivated individuals who want to earn beyond their imaginations. If you are ambitious and enjoy meeting people, and would like to be a part of the largest private sector Takaful Insurance Company, then apply now.We need fresh or experienced Financial Advisors...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    Senior Financial AdvisorAs a Senior Financial Advisor, you will oversee the company's financial operations, manage financial reporting, and ensure compliance with tax regulations.Key Responsibilities:Supervise finance department staffE-file tax returnsPrepare financial reportsRequirements:ACMA from Karachi or CA-INTER or ACCA from KarachiMinimum 5 years of...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    Job SummaryWe are seeking a Commercial Financial Advisor to join our team. The successful candidate will be responsible for providing financial guidance and advice to clients, and developing strategies to improve financial performance.Key ResponsibilitiesProvide financial guidance and advice to clients, including budgeting and forecastingDevelop and...

  • Financial Advisor

    14 hours ago


    Karachi, Sindh, Pakistan beBee Careers Full time

    Job Overview">We are seeking a highly motivated and experienced professional to join our team as a Financial Advisor. In this role, you will be responsible for providing advice and guidance to clients on financial planning, compliance, and strategy. You will work closely with businesses to help them navigate complex financial regulations and optimize their...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    Financial Services AdvisorWe are looking for an experienced Financial Services Advisor to join our team. The ideal candidate will have expertise in providing advisory services to clients on financial risk management and regulatory compliance.The responsibilities of this role include:Assisting clients with challenges surrounding General Ledger (GL) and...


  • Karachi, Sindh, Pakistan beBee Careers Full time

    Senior Real Estate AdvisorWe are seeking a highly experienced and skilled senior real estate advisor to join our team. As a key member of our sales team, you will be responsible for providing expert advice and guidance to customers on property matters.Your primary responsibilities will include:Providing expert advice and guidance to customers on property...