Opportunity Information
1
Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund
Mid Career
On Site
Sialkot
The Role
Al Meezan Investment Management Limited is hiring a full-time, on-site Senior Investment Advisor in Sialkot to provide individualized financial planning and Shariah-compliant investment advisory services to clients.
•Provide individualized financial planning and investment advisory services to clients •Assess client objectives, risk tolerance and financial circumstances •Design and recommend Shariah-compliant investment strategies •Monitor portfolio performance and rebalance portfolios as needed •Hold regular client meetings, respond to inquiries and deliver high-quality customer service •Prepare reports and presentations on portfolio performance and market outlook •Collaborate with internal teams to ensure compliance with regulatory and internal policies •Contribute to business growth through client retention and acquisition
Education, Experience and Skills Requirements
- Bachelor's Degree (16 Years): Finance, Economics, Business Administration
- Masters: Finance, Economics, Business Administration
Financial Planning, Investment Advisory, Customer Service
CFA, CFP or similar certifications are an advantage
About the Employer
Al Meezan Investment Management Limited