MCB Funds
Swat New Opportunity Official website
Opportunity Information
Number of Post(s)

1

Type of Employer

Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund

Level

Mid Career

Placement

On Site

Location

Swat

The Role

MCB Funds is hiring a full-time, on-site Senior Investment Relationship Associate in Mingora (Swat) to manage and deepen relationships with existing and prospective investors, including high-net-worth individuals, institutional clients and corporate accounts.


•Manage and deepen relationships with existing and prospective investors, including HNW individuals, institutional clients and corporate accounts •Provide investment product information and respond to client inquiries •Support clients in understanding fund performance and portfolio allocation •Hold regular client meetings and prepare presentations and reports •Coordinate with internal investment and operations teams and ensure timely resolution of client service issues •Support business development initiatives and client retention strategies •Maintain accurate records in accordance with regulatory and company standards

Education, Experience and Skills Requirements
Required Education Level/ Field of Study
  • Bachelor's Degree (16 Years): Finance, Business Administration, Economics
Required Experience

Prior experience in asset management, banking or financial services in a client-facing or relationship management role

Skills

Relationship Management, MS Office, CRM, Customer Service

Required Professional Registration(s)/ License(s)

Master's degree or CFA, CFMP is an advantage

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Application

No application fee

About the Employer
MCB Funds MCB Funds
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