Investment Advisor OR Manager (Sales) OR Introducers

Pak-Qatar Group, a leading Islamic financial services organization in Pakistan, is seeking an Investment Advisor/Manager (Sales)/Introducer to join its team. The group offers a comprehensive range of Shariah-compliant savings, protection, and investment solutions through its subsidiaries, including Pak-Qatar Family Takaful Limited, Pak-Qatar General Takaful Limited, Pak-Qatar Investment (Private) Limited, and Pak-Qatar Asset Management Company Limited. Known for strong credit and management ratings, the group focuses on ethical investing, rigorous research, and prudent risk management to provide reliable risk protection and competitive returns for individuals, families, and businesses.

This full-time role is based in Karachi East District and offers a hybrid working model, combining on-site client meetings with some work-from-home flexibility. The Investment Advisor/Manager will be responsible for originating, advising on, and managing Shariah-compliant investment and savings relationships for both retail and institutional clients. The position requires a proactive approach to identifying prospective clients, conducting needs-based financial assessments, and recommending suitable Takaful and investment products. The role also involves preparing proposals, coordinating with internal teams, ensuring compliance with regulatory and Islamic finance guidelines, and maintaining accurate client records. Meeting sales and service targets, delivering high-quality customer support, and contributing to business development activities such as seminars and referral networks are key aspects of this position.

Key Responsibilities

- Identify and engage prospective clients to build and manage Shariah-compliant investment and savings portfolios.
- Conduct thorough financial needs assessments aligned with clients’ goals and risk profiles.
- Recommend appropriate Takaful and investment products tailored to client requirements.
- Prepare detailed proposals and coordinate with product and operations teams to ensure smooth client onboarding and servicing.
- Ensure strict adherence to regulatory standards and Islamic finance principles in all client interactions and transactions.
- Maintain accurate and up-to-date records of client communications and portfolio activities.
- Achieve sales and service targets while providing exceptional customer service and support.
- Participate in business development initiatives, including organizing seminars, building referral networks, and engaging in community outreach.

Required Qualifications

- Strong financial planning and advisory skills, with the ability to assess client goals, risk tolerance, and Shariah-compliant investment needs.
- Solid understanding of investment products and strategies, including mutual funds, Takaful-linked products, and portfolio allocation.
- Foundational knowledge of finance and Islamic finance principles, including risk and return concepts relevant to retail and institutional clients.
- Proven customer service skills, including relationship building, client retention, and professional handling of client inquiries.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Relevant certifications in Islamic finance or investment advisory are considered an advantage.
- Demonstrated experience in sales or business development within financial services, preferably in Takaful, asset management, or Islamic banking.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly to diverse audiences.
- Ability to work effectively in a hybrid work environment.

Pak-Qatar Group offers a values-driven environment that supports professional growth and ethical financial practices. This role provides an excellent opportunity for candidates passionate about Islamic finance and committed to delivering high-quality advisory services within a respected and well-established organization.