Role Summary:
We are looking for a dynamic and client-focused Wealth Manager to join our team at the
Wealth Center – DHA Phase 8. The role involves generating fresh investments, managing client
relationships, and providing investment advisory services. The ideal candidate will have a strong
sales orientation and a deep understanding of mutual fund products, client onboarding, and
compliance protocols.
Job Responsibilities:
- Client Acquisition:Target fresh investments by engaging new clients and providing
customized proposals, fund comparisons, and fund performance reports. - Relationship Management: Maintain regular contact with new and existing clients,
understand their financial needs, and offer suitable investment products. - Revenue Generation: Make consistent efforts to achieve and exceed assigned sales
targets. - Regulatory Compliance: Ensure all client documentation is complete and compliant
with SECP and internal regulatory standards. - Education:
- Bachelor’s or Master’s degree holder from a reputed University.
- Experience:
- 2 – 3 years of relevant experience, preferably with a financial institution or asset
management company. - Strong interpersonal, sales, and client-servicing skills are essential.
