Wealth Advisor

Lucky Investments

Multiple Cities, Pakistan

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Posted 3 hours ago 9 views Report Job

Lucky Investments Limited is a group company of Lucky Group (YBG), marking the commencement of first fully Islamic Asset Management Company by a renowned business conglomerate in Pakistan.

We are currently seeking an enthusiastic, motivated, and results-oriented Wealth Advisor to join our sales Department. This role is ideal for individuals who are passionate about financial products, client relationship management, and business development, and are eager to build a career in the dynamic and growing Asset Management industry.

Bachelor’s degree in Banking & Finance, Business Administration, Economics, or a related field.
Fresh graduates or up to 1 year of relevant experience in the financial sector.
Prior experience in the Mutual Funds industry will be preferred along with IFMP certification.
Strong communication, interpersonal, presentation, and listening skills.
Strong selling and relationship management skills.
Enthusiastic, self-motivated, and target-oriented approach towards business.

Responsibilities

Achieving set targets such as net sales, customer base, management fee and sales load or as assigned by the management.
To provide need-based investment advisory services to the existing and potential customers.
Building strong and long-term relationships with clients and providing excellent customer services.
Maintain in-depth and up-to date knowledge of all applicable investment products of the Company and its competitors (direct or indirect).
Generate client referrals with the aim of expanding customer base.
Resolve client complaints / issues, customer queries within defined TATs.
Maintain daily sales meeting and calling activities.
Strictly adhere rules and policies of the Company.
Assist team to any other assignments given by the line manager.

Assist team to any other assignments given by the line Manager.