Alfalah Investments, a leading firm in the financial services industry, is seeking a Senior Wealth Manager/Wealth Manager to join its team in Lahore. Alfalah Asset Management Limited (AAML) is a highly respected and licensed entity specializing in managing open-ended mutual funds and offering investment advisory services. Established in 2004, Alfalah Investments maintains the highest management quality rating of ‘AM1’ by VIS Credit Rating Company and is a proud member of the Mutual Funds Association of Pakistan (MUFAP).
As part of the investment management team, the Senior Wealth Manager/Wealth Manager will be responsible for helping clients secure their financial future through personalized investment strategies, including financial planning, investment management, and advising on insurance practices.
Responsibilities
The Senior Wealth Manager/Wealth Manager will undertake the following key responsibilities:
- Client Relationship Management: Build and maintain long-term relationships with clients, providing continuous investment advice and financial guidance tailored to their needs and goals.
- Financial Planning: Conduct in-depth financial analyses for clients and devise tailored strategies to achieve their short-term and long-term financial goals.
- Investment Management: Manage and monitor client investment portfolios, helping clients make informed investment decisions in line with market trends, risk tolerance, and financial objectives.
- Investment Advisory: Advise clients on suitable investments, insurance products, retirement planning, estate planning, and tax-saving strategies.
- Client Acquisition and Growth: Proactively identify potential clients, develop opportunities, and grow the wealth management division’s portfolio of clients.
- Performance Reporting: Prepare and deliver regular performance reports to clients, reviewing their investment portfolios and recommending adjustments based on changing financial situations and market conditions.
- Collaborate with Senior Management: Work closely with senior management and support teams to ensure the wealth management services are aligned with the company’s values and regulatory compliance.
Qualifications
The ideal candidate for the Senior Wealth Manager/Wealth Manager role should have:
- Education: A Bachelor’s degree in Finance, Economics, Business, or a related field.
- Experience: At least 3-5 years of experience in financial planning, wealth management, or investment advisory services.
- Technical Skills: Strong proficiency in financial planning and investment management; working knowledge of insurance practices is a plus.
- Analytical Skills: Excellent analytical and quantitative skills to assess financial data and make informed investment decisions.
- Communication Skills: Outstanding interpersonal and communication skills, with the ability to effectively explain complex financial concepts to clients.
- Certifications: Professional certifications in wealth management, investment advisory (such as CFA, CFP, or CWM) would be a plus, but are not mandatory.
- Client-Focused: Ability to provide superior client service while proactively identifying new business opportunities.
Benefits
Joining Alfalah Investments comes with several benefits:
- Competitive Salary: Attractive salary package commensurate with experience.
- Performance-Based Bonuses: Incentive structure based on meeting financial and client-based targets.
- Career Development: Access to continuous training and professional development opportunities.
- Work Environment: Work in a dynamic and collaborative team within a well-established financial institution.
- Health & Welfare: Benefits package that includes health insurance and other employee wellness programs.
- Growth Opportunities: Opportunities for career advancement within a reputable company in the investment management industry.
How to Apply
Interested candidates should send the following to careers@alfalahinvestments.com:
- Resume (CV): Include detailed information about your educational background and professional experience.
- Cover Letter: Mention why you are a suitable candidate for the role of Senior Wealth Manager/Wealth Manager at Alfalah Investments.
- Subject Line: Write “Application for Senior Wealth Manager/Wealth Manager” in the subject of the email.
Please ensure that your CV includes relevant work experience, qualifications, and certifications.
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