Wealth Manager

4 days ago

Karachi, Sindh, Pakistan MCB Funds Full time 900,000 - 1,200,000 per year

Company Description

MCB Funds is an Asset Management Company listed on the Pakistan Stock Exchange and regulated by the Securities & Exchange Commission of Pakistan (SECP). Established in 2000, MCB Funds manages a diverse portfolio which includes 15 Mutual Funds, 2 Voluntary Pension schemes, and various Investment Plans. Two flagship funds, the MCB Pakistan Stock Market Fund (MCB-PSM) and the Pakistan Income Fund (PIF), were launched in 2002. The company boasts the highest management quality rating of AM1, reflecting its excellent standards in the industry and is a member of the Mutual Funds Association of Pakistan (MUFAP).

Role Description

This is a full-time on-site role for a Wealth Manager located in Karachi. The Wealth Manager will be responsible for providing financial planning, managing investment portfolios, and offering investment advisory services to clients. They will analyze market trends, prepare investment reports, and engage in client relationship management to ensure personalized and effective wealth management solutions.

Qualifications

  • Financial Planning and Finance skills
  • Investment Management and Investments expertise
  • Knowledge of Insurance products
  • Excellent analytical and quantitative skills
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Experience in the asset management or financial services industry is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field preferred

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