Senior Investment Advisor

Al Meezan Investment Management Limited

Sialkot , Pakistan

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Posted 9 hours ago Report Job

Al Meezan Investment Management Limited, a prominent Islamic asset management and investment advisory firm in Pakistan, is seeking a Senior Investment Advisor to join its team in Sialkot. Established in 1995 as a joint venture between Meezan Bank Limited and Pakistan Kuwait Investment Company (Private) Limited, Al Meezan is registered with the Securities and Exchange Commission of Pakistan (SECP) as a Non-Banking Finance Company. The firm specializes in managing both discretionary and non-discretionary portfolios and holds a license as a Pension Fund Manager under the Voluntary Pension System Rules, 2005. Al Meezan offers Shariah-compliant mutual funds and pension funds, guided by its Shariah Advisor, Dr. Muhammad Imran Ashraf Usmani. All investment products are subject to market risks, and clients are advised to review offering documents for detailed information on investment policies, risks, and tax implications.

Key Responsibilities
- Provide personalized financial planning and investment advisory services tailored to individual client objectives, risk tolerance, and financial situations.
- Design and recommend Shariah-compliant investment strategies aligned with clients’ goals.
- Monitor portfolio performance regularly and rebalance portfolios as necessary to optimize returns and manage risk.
- Conduct regular client meetings to review portfolio status, address inquiries, and deliver exceptional customer service.
- Prepare clear and comprehensive reports and presentations on portfolio performance and market outlook.
- Collaborate with internal teams to ensure adherence to regulatory requirements and internal compliance policies.
- Contribute to business growth by supporting client retention initiatives and assisting in the acquisition of new clients.

Required Qualifications
- Strong expertise in financial planning and finance, with the ability to analyze client needs and develop customized investment solutions.
- Proficiency in investment strategies, including portfolio construction, risk assessment, and performance monitoring.
- Demonstrated commitment to excellent customer service, with strong relationship-building and communication skills.
- Bachelor’s or Master’s degree in Finance, Economics, Business, or a related discipline. Professional certifications such as CFA or CFP are considered an advantage.
- Knowledge of Islamic finance principles and Shariah-compliant investment products is highly desirable.
- Strong analytical, numerical, and problem-solving skills, with meticulous attention to detail and a strong ethical framework.
- Ability to work on-site in Sialkot, efficiently manage multiple client portfolios, and meet deadlines in a dynamic environment.

This full-time, on-site role offers the opportunity to work with a leading Islamic asset management firm committed to ethical investment practices and client-centered service. The Senior Investment Advisor will play a critical role in delivering Shariah-compliant financial solutions while supporting the firm’s growth and regulatory compliance.