Senior / Junior Wealth Advisor

UBL Fund Managers Unverified

Multiple Cities, Pakistan

Posted Oct 09, 2017 1159 views

PKR. 0 - 30,000/Month

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Job Description

  • Achieving targets including Net AUM, active customer base and profitability (TR vs. TC)
  • Providing need based investment advisory services
  • Building strong and long term relationships with clients and providing excellent customer services
  • Generating referrals with the aim of expanding customer base
  • Implementing Business generation strategies
  • Resolving complaints/ issues, customer queries within TAT’s
  • Maintaining up-to-date record of meeting notes and calling activity
  • Recommending additions to UBL FM product shelf based on client feedback
  • Strictly adhering to the rules and policies relating to code of conduct, business ethics, processing policies and quality standards.
  • Maintaining in-depth and up-to-date knowledge of all applicable investment products of the Company and its competitors.

Job Details

Total Positions:
20 Posts
Job Shift:
First Shift (Day)
Job Type:
Full Time/Permanent
No Preference
Minimum Education:
Career Level:
Entry Level
Fresh - 2 Years
Apply Before:
Nov 09, 2017
Posting Date:
Oct 09, 2017
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UBL Fund Managers

Investments · 301-600 employees - Faisalabad, Hyderabad, Islamabad, Karachi, Lahore

UBL Fund Managers. is a wholly owned subsidiary of United Bank Limited, making it the first Asset Management Company to be launched by a bank in Pakistan . UBL Fund Managers have been operating since the year 2002 and are currently ranked No.1 in Assets Under Management (AUM) in Fixed Income schemes ...Read More

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