Account Executive

1 week ago

Lahore, Punjab, Pakistan Haraik Full time
Job Role: Financial Account Executive Salary: PKR k Location: Gulberg, Lahore Job Type: Onsite, Full-Time About the Role

We are hiring a Financial Account Executive to support our finance and investment clients by managing relationships, analyzing account performance, and driving business growth. This role combines financial expertise with client engagement, ideal for candidates who understand financial markets and client portfolio management.

Key Responsibilities

  • Manage assigned financial accounts and maintain strong, ongoing client relationships.

  • Conduct financial analysis, prepare account reports, and present insights to clients.

  • Support clients in understanding investment products, financial statements, and account activities.

  • Coordinate with compliance, risk, and finance teams to meet regulatory and reporting standards.

  • Assist in onboarding new clients and reviewing documentation for accuracy.

  • Identify upsell and cross-sell opportunities based on client needs and portfolio performance.

  • Track revenue, profitability, and account growth metrics.

  • Maintain accurate CRM records and ensure timely follow-ups.

Requirements

  • Bachelors degree in Finance, Accounting, Economics, Business, or related discipline.

  • Experience in financial account management, asset management, banking, or FinTech preferred.

  • Strong understanding of financial concepts, reporting, and compliance.

  • Excellent communication and presentation skills.

  • Ability to work with data, analyze trends, and prepare structured financial reports.

  • High attention to detail with strong organizational skills.

Preferred Qualifications

  • Knowledge of financial regulations and KYC/AML processes.

  • Experience working with investment tools, financial CRMs, or ERP systems.

What We Offer

  • Competitive compensation and performance-based incentives.

  • Training, certifications, and career-growth pathways in finance.

  • Exposure to clients across banking, investment, and corporate finance domains.

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