Opportunity Information
1
Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund
Mid Career
On Site
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
- Bachelor's Degree (16 Years): Finance, Business Administration, Economics
Prior experience in asset management, banking or financial services in a client-facing or relationship management role
Relationship Management, MS Office, CRM, Customer Service
Master's degree or CFA, CFMP is an advantage
MCB Funds