Investment Advisor

Pak-Qatar Family Takaful Limited (PQFTL)

Charsada , Pakistan

Apply Now

Posted 21 hours ago 6 views Report Job

Pak-Qatar Family Takaful Limited (PQFTL) is Pakistan’s first and only dedicated Family Takaful company, providing Shariah-compliant financial protection and investment solutions for individuals and businesses. Established in 2006 and operational since 2007, PQFTL offers a wide range of products including individual and corporate Takaful plans and voluntary pension schemes. The company is highly rated by VIS and PACRA, and operates under the supervision of the Securities and Exchange Commission of Pakistan (SECP) with guidance from an independent Shariah Advisory Board. PQFTL is committed to ethical financial services, focusing on safeguarding families’ futures and supporting business continuity through innovative solutions like Mahana Bachat, Takaful Flexi Plan, Priority Takaful, and Education Takaful.

We are seeking a full-time, on-site Investment Advisor based in Chārsadda. The successful candidate will assist individuals and businesses in selecting appropriate Takaful and investment products that align with their financial goals, risk tolerance, and Shariah compliance. This role requires assessing client needs, developing customized financial plans, explaining product features, and recommending investment strategies from PQFTL’s portfolio. The Investment Advisor will maintain strong client relationships, conduct regular portfolio reviews, and ensure excellent customer service through timely follow-ups and ongoing support. Collaboration with internal teams is essential to stay informed about product updates, regulatory changes, and market trends, while achieving sales and service targets ethically and professionally.

Key Responsibilities
- Assess client financial needs and risk profiles to develop tailored investment and Takaful solutions.
- Provide clear explanations of product features, benefits, and Shariah compliance aspects to clients.
- Recommend suitable investment strategies aligned with clients’ goals and ethical guidelines.
- Maintain and nurture long-term client relationships through regular communication and portfolio reviews.
- Deliver high-quality customer service, including timely follow-ups and post-sale support.
- Collaborate with internal departments to stay updated on product enhancements, regulatory requirements, and market developments.
- Meet or exceed sales and service targets while adhering to professional and ethical standards.

Required Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related discipline.
- Strong financial planning and analytical skills with the ability to evaluate client needs and devise appropriate solutions.
- Knowledge of investment products and strategies, preferably within Islamic finance and Takaful frameworks.
- Proven experience in customer service, including relationship management and effective client communication.
- Understanding of Shariah-compliant financial products and commitment to working within ethical and regulatory frameworks.
- Proficiency in numerical analysis, presentation skills, and basic office and financial software tools.
- Willingness and ability to work on-site in Chārsadda and collaborate effectively with cross-functional teams.

Preferred Qualifications and Benefits
- Relevant certifications in Islamic finance or investment advisory will be considered an advantage.
- Opportunity to work with a pioneering company in the Family Takaful sector, backed by strong credit ratings and regulatory compliance.
- Engage in a role that combines financial expertise with ethical and Shariah-compliant investment advisory services.

This position offers a unique chance to contribute to a growing organization committed to ethical finance and client-focused solutions. Candidates who are motivated, client-oriented, and possess a strong understanding of Islamic financial principles are encouraged to apply.