Senior Officer Wealth Management Department: Finance Location: Karachi Employment Type: Full-time Responsibilities: • Develop and manage relationships with high-net-worth individuals (HNWIs) and affluent clients. • Understand clients’ financial goals, risk appetite, and investment preferences to offer tailored wealth management solutions. • Provide advisory on a range of products, including mutual funds, bonds, insurance, portfolio management services, and structured products. • Conduct regular portfolio reviews and rebalancing strategies to ensure optimal returns and alignment with client objectives. • Meet assigned sales and revenue targets by identifying new business opportunities and cross-selling wealth products. • Keep abreast of market trends, economic updates, and investment strategies to offer informed advice. • Coordinate with internal teams (e.g., operations, legal, compliance) to ensure seamless service delivery. • Maintain a deep understanding of the wealth management market in Karachi and Pakistan, including key players, trends, regulatory developments, and competitive landscape. • Provide expert advice on PIBs, fixed-income securities, equities, mutual funds, ETFs, and alternative investments. • Monitor market trends, economic indicators, and regulatory changes affecting investments. • Stay updated on emerging investment trends, including digital assets, green bonds, and Shariah compliant instruments. Requirement: • Bachelor’s degree in Finance, Business, Economics, or a related field (Master’s or professional certifications such as CFA, CFP preferred). • 3–5+ years of experience in wealth management, private banking, or financial advisory roles. • Strong understanding of financial instruments, investment products, and portfolio management. • Proven track record in relationship management and achieving sales/revenue targets. If you are looking for a meaningful career, Elahi Group is the place for you to apply submit your updated resume at [email protected] or WhatsApp your CV at 0300-0661102.