Senior Wealth Manager

About the role

ABL Funds, an asset management company in Pakistan with over 17 years of experience offering mutual funds, pension funds, tailored investment plans and advisory services, is hiring a Senior Wealth Manager. The position is full-time and on-site in Dera Ghazi Khan.

Key responsibilities

• Develop and manage client relationships
• Provide expert financial planning services and create customized investment strategies
• Deliver comprehensive investment management for high-net-worth individuals and institutions
• Conduct financial analysis and recommend suitable solutions
• Help clients achieve their financial goals

Required profile

• Bachelor's degree in Finance, Economics or a related field
• A relevant certification such as CFA or CFP is an advantage
• Demonstrated ability to develop and execute client-centric strategies

Required skills

• Proven expertise in financial planning and advisory services
• Strong skills in investment management and investments
• Proficiency in financial concepts, finance and insurance
• Excellent interpersonal and client relationship management skills
• Analytical, problem-solving and decision-making abilities