Senior Wealth Manager

7 days ago

Islamabad, Islamabad, Pakistan Alfalah Investments Full time 104,000 - 130,878 per year

Company Description

Established on October 18, 2004, Alfalah Asset Management Limited (AAML) specializes in managing open-ended mutual funds and offering investment advisory services. The company holds licenses as a Pension Funds Manager, Private Funds Manager, and Real Estate Investment Trust (REIT) Manager. AAML maintains the highest management quality rating of 'AM1' by VIS Credit Rating Company Limited, reflecting its commitment to integrity and performance excellence. As a strategic partner in wealth creation, the company focuses on financial freedom, legacy building, and quality of life, guided by core values of teamwork, innovation, and customer focus.

Role Description

This is a full-time on-site role based in Islamabad for a Senior Wealth Manager, Unit Manager. The role involves managing client portfolios, providing sound financial planning and investment advice, and developing strategies to meet clients' goals. Day-to-day tasks include client consultations, market analysis, portfolio management, and coordinating with team members to ensure exceptional service delivery. The individual will provide expertise in the areas of finance, investments, and insurance to support and guide clients effectively.

Qualifications

  • Financial Planning, Investment Management skills
  • Knowledge and experience in managing Investments and Finance
  • Expertise in Insurance
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Proven track record in wealth management
  • Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field

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