Wealth Manager,Senior Wealth Manager, Unit Manager

2 weeks ago

Karachi, Sindh, Pakistan Alfalah Investments Full time 1,200,000 - 3,600,000 per year

Company Description

Established on October 18, 2004, Alfalah Asset Management Limited (AAML) is licensed by the Securities and Exchange Commission of Pakistan. AAML specializes in managing open-ended mutual funds and provides comprehensive investment advisory services. It holds licenses as a Pension Funds Manager, Private Funds Manager, and REIT Manager, and maintains the highest management quality rating of 'AM1' by VIS Credit Rating Company Limited. At AAML, we focus on financial freedom, legacy building, and enhancing quality of life for our clients.

Role Description

This is a full-time on-site role for a Wealth Manager/Senior Wealth Manager at Alfalah Investments in Karachi. The Wealth Manager/Senior Wealth Manager will be responsible for financial planning, investment management, and executing investment strategies. The role involves client relationship management, insurance planning, and ensuring clients' financial goals are met through tailored investment solutions.

Qualifications

  • Financial Planning and Insurance skills
  • Investment Management and Investments skills
  • Finance expertise
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Professional certification such as CFA or CFP is a plus
  • Experience in the wealth management industry is highly preferred

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