Wealth Manager

Company Description

ABL Funds (ABL Asset Management Company Limited) is a leading asset management company in Pakistan with over 17 years of experience in offering investment solutions. As a wholly owned subsidiary of Allied Bank Limited (ABL), ABL Funds provides a diverse range of products, including mutual funds, pension funds, investment plans, and investment advisory services. The company holds the prestigious Highest Asset Manager Rating of AM1 by PACRA, underscoring its credibility and performance. ABL Funds is dedicated to helping investors discover opportunities, invest wisely, and achieve growth in alignment with their financial goals.

Role Description

This is a full-time on-site role for a Wealth Manager, based in Rahim Yar Khan District. The Wealth Manager will be responsible for assisting clients with financial planning, managing investment portfolios, and offering comprehensive investment and insurance solutions tailored to their financial objectives. The role involves analyzing market trends, identifying investment opportunities, and maintaining strong client relationships to provide personalized wealth management services. The Wealth Manager will also collaborate with the financial planning team to ensure the delivery of high-quality financial advisory services.

Qualifications

• Proficiency in Financial Planning and Finance
• Strong understanding of Investment Management and Investments
• Experience in Insurance and its application within wealth management
• Excellent interpersonal and communication skills to build and maintain client relationships
• Proven analytical and problem-solving skills
• Relevant industry certifications and qualifications (e.g., CFA, CFP) are advantageous
• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Prior experience in wealth management or financial advising is preferred