یہ کمپنی اب اس نوکری کیلیۓ مزید سی ویزنہیں لے رہی۔

Investment Associate

Al Ameen Islamic Funds

ایک سے زیادہ شہر، پاکستان

درخواست بھیجیں

دسمبر ۰٦, ۲۰۱۷ شائع ہوئی 8 نے دیکھا

Job brief

We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities

Providing strategic advice across a variety of financial products and services
Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
Guiding clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations