Senior Wealth Manager

7 days ago

Dera Ghazi Khan, Punjab, Pakistan ABL Funds Full time 1,200,000 - 3,600,000 per year

Company Description

ABL Funds (ABL Asset Management Company Limited), a wholly owned subsidiary of Allied Bank Limited, is a leading asset management company in Pakistan with over 17 years of experience. The company provides diverse investment solutions such as mutual funds, pension funds, investment plans, and advisory services. Recognized for excellence, ABL Funds has achieved the highest Asset Manager Rating of AM1 by PACRA. Committed to helping clients discover, invest, and grow, ABL Funds offers tailored solutions to meet their financial goals.

Role Description

This is a full-time, on-site role for a Wealth Manager based in Vehari. The Wealth Manager will focus on building and nurturing client relationships, providing tailored financial planning guidance, and managing investment portfolios to achieve client objectives. Responsibilities include analyzing market trends, offering investment advice, supporting financial acquisition strategies, and ensuring compliance with financial regulations. The role also requires educating clients on suitable investment solutions and effectively managing insurance portfolios to enhance financial outcomes.

Qualifications

  • Proficiency in Financial Planning and Finance management to create effective financial strategies for clients.
  • Expertise in Investment Management and Investments to provide advice and manage portfolios effectively.
  • Knowledge and understanding of Insurance processes and products to guide clients in securing appropriate coverage.
  • Excellent communication and interpersonal skills to build and maintain strong client relationships.
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or certifications such as CFA or CFP are a plus).
  • Strong analytical skills to evaluate market trends and financial data.
  • Previous experience in wealth management, investment advisory, or financial services is highly advantageous.

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