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

Job Details

Total Positions:
10 Posts
Job Shift:
First Shift (Day)
Job Type:
Gender:
No Preference
Minimum Education:
Bachelors
Career Level:
Entry Level
Minimum Experience:
Fresh
Apply Before:
Jan 07, 2018
Posting Date:
Dec 06, 2017

Al Ameen Islamic Funds

Banking/Financial Services · 601-1000 employees - Abbottabad, Islamabad, Peshawar, Rawalpindi

Mutual Funds, Pension Funds and Advisory Services

What is your Competitive Advantage?

Get quick competitive analysis and professional insights about yourself
Talk to our expert team of counsellors to improve your CV!
Try Rozee Premium

Similar Job Titles

Investment Advisor

4E Marketing, Rawalpindi, Pakistan
Posted Mar 26, 2024

Investment Advisor

ARCLINK, Islamabad, Pakistan
Posted Mar 16, 2024

Business Analyst

Zarea Pk, Lahore, Pakistan
Posted Feb 29, 2024
I found a job on Rozee!