Careers @ HarAik

Har Aik Global Associates LLP; Lahore; On-site; PKR 350,000 - 650,000; Full time

Job summary

Har Aik Global Associates LLP is seeking a Financial Account Executive to manage client relationships, perform financial analysis, and drive business growth within our finance and investment client base. The role requires strong communication, data-driven reporting, and a solid understanding of financial concepts.

The successful candidate will work closely with compliance and risk teams, onboarding new clients, and identifying upsell opportunities across banking and FinTech domains.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related discipline.
• Experience in financial account management, asset management, banking, or FinTech preferred.
• Strong understanding of financial concepts, reporting, and compliance.
• Excellent communication and presentation skills.
• Ability to work with data, analyze trends, and prepare structured financial reports.
• High attention to detail with strong organizational skills.

Responsibilities

• Manage assigned financial accounts and maintain strong, ongoing client relationships.
• Conduct financial analysis, prepare account reports, and present insights to clients.
• Support clients in understanding investment products, financial statements, and account activities.
• Coordinate with compliance, risk, and finance teams to meet regulatory and reporting standards.
• Assist in onboarding new clients and reviewing documentation for accuracy.
• Identify upsell and cross-sell opportunities based on client needs and portfolio performance.
• Track revenue, profitability, and account growth metrics.
• Maintain accurate CRM records and ensure timely follow-ups.

Skills

Communication skills

Presentation skills

Data analysis

Financial reporting

Regulatory compliance

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Investment tools

Financial CRMs

ERP systems

Job description

We are hiring a Financial Account Executive to support our finance and investment clients by managing relationships, analyzing account performance, and driving business growth. This role combines financial expertise with client engagement, ideal for candidates who understand financial markets and client portfolio management.

Key Responsibilities

Manage assigned financial accounts and maintain strong, ongoing client relationships.

Conduct financial analysis, prepare account reports, and present insights to clients.

Support clients in understanding investment products, financial statements, and account activities.

Coordinate with compliance, risk, and finance teams to meet regulatory and reporting standards.

Assist in onboarding new clients and reviewing documentation for accuracy.

Identify upsell and cross-sell opportunities based on client needs and portfolio performance.

Track revenue, profitability, and account growth metrics.

Maintain accurate CRM records and ensure timely follow-ups.

Requirements

Bachelors degree in Finance, Accounting, Economics, Business, or related discipline.

Experience in financial account management, asset management, banking, or FinTech preferred.

Strong understanding of financial concepts, reporting, and compliance.

Excellent communication and presentation skills.

Ability to work with data, analyze trends, and prepare structured financial reports.

High attention to detail with strong organizational skills.

Preferred Qualifications

Knowledge of financial regulations and KYC/AML processes.

Experience working with investment tools, financial CRMs, or ERP systems.

What We Offer

Competitive compensation and performance-based incentives.

Training, certifications, and career-growth pathways in finance.

Exposure to clients across banking, investment, and corporate finance domains.