Wealth Manager - Mutual Funds (Karachi Based)

Updated: May 14, 2024 01:14 AM GMT

Soneri Bank Limited

Karachi

Join Our Team as a Wealth Manager - (Mutual Funds) in a reputable Bank.

Karachi based position

Are you passionate about helping individuals achieve their financial goals? Do you have a knack for sales and a deep understanding of mutual funds? We're looking for a dynamic Wealth Manager to join our team and drive mutual fund sales to new heights!
• *Role Overview:**
As a Wealth Managers, you will be responsible for identifying and cultivating relationships with potential clients, assessing their financial needs, and recommending appropriate mutual fund investment solutions. Your primary goal will be to drive sales and grow our mutual fund client base.
• *Key Responsibilities:**
- Proactively prospect and generate leads through various channels.
- Conduct thorough financial assessments to understand clients' investment objectives and risk tolerance.
- Recommend suitable mutual fund products and investment strategies to meet clients' needs.
- Provide ongoing portfolio management and... More Detail