Senior Manager / Associate Director – Wealth & Liquidity (Banking & Financial Services)

About the role

Fulcrum Pvt Ltd is seeking an experienced Senior Manager or Associate Director to lead wealth and liquidity functions for a leading client in the banking and financial services sector. The role focuses on raising funds, managing portfolios, and driving deposit mobilization while ensuring full regulatory compliance.

Key responsibilities

• Secure timely funding arrangements to meet cash‑flow requirements of the Modaraba.
• Conduct competitive market analysis of profit rates.
• Set and achieve targets for assets under management, revenue, market penetration, and client retention.
• Review and enforce CDD/AML policies to maintain compliance.
• Oversee distributor service level agreements, commissions, and MIS reporting.

Required profile

• 7‑8 years of experience in banking or financial services.
• MBA in Finance or CFA qualification.
• Strong negotiation, analytical, and people‑management capabilities.

Required skills

• Expertise in Islamic financial products (Musharaka).
• Risk Management.
• Anti‑Money Laundering (AML) procedures.

What we offer

• Competitive salary with performance‑based bonuses.
• Comprehensive health and life insurance.
• Professional development opportunities.