Wealth Manager - Corporate Sales
- Islamabad, Pakistan
Posted 25 days ago
About the role
Key Responsibilities:
* Proactively identify, prospect, and generate new business opportunities within the corporate sector through networking, referrals, market intelligence, and strategic outreach.
* Acquire and grow corporate relationships to increase Assets Under Management and achieve business targets.
* Build, manage, and strengthen long-term relationships with corporate clients, including businesses, institutions, trusts, foundations, and other organizations.
* Identify opportunities within existing corporate relationships and develop strategies to expand wallet share.
* Conduct meetings with key decision-makers to understand investment objectives and liquidity management requirements.
* Recommend suitable mutual fund products and investment solutions in line with clients’ financial objectives, investment policies, and applicable guidelines.
* Develop and maintain a strong pipeline of corporate prospects and actively convert leads into investment relationships.
* Deliver exceptional client service while ensuring compliance with regulatory requirements, MUFAP guidelines, and internal policies.
* Stay informed about market developments, economic trends, regulatory updates, and mutual fund products to provide relevant investment insights.
* Collaborate with internal teams to ensure seamless onboarding, servicing, and retention of corporate clients.
Requirements:
* Bachelor’s Degree in Business Administration, Finance, Economics, Marketing, or any other relevant discipline.
* 2-4 years of Experience in Corporate Sales, Corporate Banking, Treasury Sales, Mutual Funds, Asset Management, Wealth Management, Investments, or Financial Services.
* Strong business development, client acquisition, and corporate relationship management skills.
* Proven ability to generate leads and acquire new corporate clients.
* Understanding of investment products, capital markets, and corporate investment requirements.
* Excellent communication, presentation, negotiation, and stakeholder management skills.
* Goal-oriented mindset with a strong focus on AUM growth and business development.
* Existing networks within the corporate sector will be considered an advantage.
* IFMP Certification will be considered a plus.
Pay: Rs55,000.00 - Rs100,000.00 per month
Application Question(s):
- Years of Experience
- Last/Current Salary
- Expected Salary
- Notice period
Work Location: In person