Senior investment relationship assosiate

Company Description MCB Funds is an Asset Management Company listed on the Pakistan Stock Exchange and regulated by the Securities & Exchange Commission of Pakistan (SECP). Established in 2000, the company launched its flagship funds, MCB Pakistan Stock Market Fund (MCB-PSM) and Pakistan Income Fund (PIF), in 2002.

MCB Funds now manages a diverse portfolio of 15 mutual funds, 2 voluntary pension schemes, and multiple investment plans designed to meet the evolving needs of a broad client base. The company is a member of the Mutual Funds Association of Pakistan (MUFAP) and holds the highest management quality rating of AM1, reflecting strong governance, robust processes, and high industry standards. Professionals joining MCB Funds can expect to work in a regulated, performance-focused environment with established products and a growing clientele.

Role Description The Senior Investment Relationship Associate is a full-time, on-site role based in Mingāora. This role focuses on managing and expanding relationships with individual and institutional investors, ensuring timely and accurate communication regarding fund performance, market insights, and investment solutions.

The associate will handle client inquiries, provide high-quality customer service, and support clients in understanding and selecting suitable mutual funds, pension schemes, and investment plans. Daily responsibilities include monitoring client portfolios, preparing reports and presentations, coordinating with internal investment and operations teams, and supporting sales initiatives and investor education activities. The role also involves maintaining compliance with internal policies and regulatory requirements while helping to strengthen the MCB Funds brand through professional client engagement.

Qualifications

Strong Business Relationship Management and Relationship Building skills to develop, maintain, and grow investor relationships.
Solid Analytical Skills to interpret market trends, fund performance data, and client portfolios for informed recommendations.
Excellent Communication skills for clear, professional verbal and written interaction with clients and internal stakeholders.
Demonstrated Customer Service capabilities, including responsiveness, problem-solving, and a client-centric approach.
Bachelor’s degree in Finance, Business, Economics, or a related field; a master’s degree or professional certification (e.g., CFA, CFx, or local capital markets certifications) is an advantage.
Experience in asset management, banking, or financial services, preferably in client-facing or relationship management roles.
Working knowledge of mutual funds, pension schemes, and capital markets, with familiarity with SECP regulations viewed favorably.
Proficiency in MS Office (Excel, PowerPoint, Word) and basic CRM or client management systems.
Ability to work in a fast-paced, target-driven environment with attention to accuracy, ethics, and regulatory compliance.