Relationship Manager

BMA Investment Advisors Ltd.; Karachi Division; On-site; PKR 1,800,000 - 3,000,000; Full time

Job summary

BMA Investment Advisors Limited in Karachi seeks a Relationship Manager to deepen ties with individual and institutional clients, acting as the primary contact for investment and wealth management services.

You will coordinate with portfolio managers and research teams to tailor investment solutions, prepare client presentations, and ensure accurate records in line with regulatory requirements, while supporting business development through client events and referrals.

Qualifications

• Bachelor’s degree or higher in Finance, Economics, Business, Accounting, or related field.
• Professional certifications (CFA, CFx, or local equivalent) are a plus.
• Experience in relationship management, wealth management, or financial advisory.

Responsibilities

• Manage and deepen relationships with individual and institutional clients.
• Coordinate with portfolio managers and research teams to propose investment solutions.
• Prepare and deliver client presentations and handle inquiries.
• Maintain records and documentation in line with regulatory requirements.
• Support business development by identifying new opportunities and participating in client events.

Skills

Client relationship mgmt

Investments & markets

Analytical skills

Communication & presentation

Time management

Relationship management

Regulatory compliance awareness

Education

Bachelor's degree or higher in Finance, Economics, Business, Accounting, or related field

CFA / CFx or local equivalent certification

Job description

Company Description BMA Investment Advisors Limited is a large, agile financial institution licensed to provide Investment Advisory and Asset Management Services under Pakistan’s NBFC Rules, 2003 and Regulations, 2008. The company is a registered member of the Mutual Funds Association of Pakistan (MUFAP), reflecting its adherence to industry standards and best practices. With a seasoned team skilled in portfolio management, research, and risk management, BMA Investment Advisors Limited offers both conventional and Shariah-compliant investment solutions across Separately Managed Accounts (SMAs) and Mutual Funds. The firm focuses on tailoring strategies to clients’ financial objectives while delivering comprehensive wealth management solutions, trusted guidance, and sustainable growth. Integrity, professionalism, and client-centric service are central to its operating philosophy.
Role Description This is a full-time, on-site Relationship Manager role based in Karachi. The Relationship Manager will be responsible for managing and deepening relationships with individual and institutional clients, serving as a primary point of contact for investment and wealth management services. Daily activities include understanding client financial goals, coordinating with portfolio managers and research teams to propose suitable investment solutions, and monitoring client portfolios to ensure alignment with risk and return objectives. The role involves preparing and delivering client presentations, handling queries and service requests, and maintaining accurate records and documentation in line with regulatory requirements. The Relationship Manager will also support business development by identifying new opportunities, participating in client events, and contributing to the company’s reputation for high-quality, ethical advisory services.
Qualifications

• Strong client relationship management skills, including the ability to build trust, understand diverse financial goals, and provide clear, unbiased guidance.
• Solid knowledge of investment products and capital markets, with familiarity in both conventional and Shariah-compliant solutions such as mutual funds and SMAs.
• Analytical and problem-solving abilities to interpret market research, assess portfolio performance, and recommend appropriate strategies.
• Excellent communication and presentation skills, with proficiency in written and spoken English; Urdu language skills are an advantage.
• Organizational and time-management skills to handle multiple client accounts, maintain accurate documentation, and meet regulatory and internal deadlines.
• Bachelor’s degree or higher in Finance, Economics, Business, Accounting, or a related field; professional certifications (e.g., CFA, CFx, or local equivalent) are a plus.
• Comfort working in a regulated financial environment, with a strong commitment to integrity, compliance, and professional ethics.
• Prior experience in relationship management, wealth management, or financial advisory within a bank, NBFC, or asset management company is highly beneficial.