Investment Advisor / Investment Manager (Shariah‑compliant)

About the role

Join Pak-Qatar Family Takaful Limited as an Investment Advisor/Investment Manager and provide Shariah‑compliant investment guidance to individual and corporate clients. Based in Karachi South District, you will help clients achieve their financial goals through tailored Takaful‑based solutions.

Key responsibilities

• Advise clients on Takaful‑based investment options, retirement planning, and savings solutions.
• Develop and manage investment strategies aligned with client risk profiles.
• Conduct financial needs assessments and prepare customized proposals.
• Present solutions and monitor portfolio performance.
• Stay updated on market trends, regulatory changes, and Shariah guidelines.
• Maintain strong client relationships and provide ongoing support.
• Collaborate with internal teams to ensure high‑quality, ethical advisory services.

Required profile

• Strong knowledge and practical experience in finance, investments, and Shariah‑compliant products.
• Expertise in financial planning, including goal‑based, retirement, and risk assessment for both individuals and corporations.
• Excellent customer service skills and ability to communicate complex financial concepts clearly.
• Bachelor’s degree in Finance, Economics, Business or related field; professional certifications are a plus.
• Familiarity with Islamic finance principles and Takaful.
• Analytical, presentation and negotiation abilities.
• Willingness to work on‑site in Karachi South District and meet performance targets while adhering to SECP and internal Shariah guidelines.

Required skills

What we offer

• Opportunity to work with Pakistan’s pioneer family Takaful provider.
• Professional growth in a Shariah‑compliant financial environment.
• Collaborative team culture focused on ethical financial solutions.