Wealth Growth Advisor - Client Strategy & Sales

thecommerc; Lahore; On-site; PKR 1,200,000 - 1,500,000; Full time

Job summary

A leading financial institution is seeking a Wealth Services Consultant in Lahore, Pakistan, to manage client relationships and deliver wealth management products. The ideal candidate will have at least 3-4 years of experience in banking and must possess the necessary CISI accreditation. This role emphasizes achieving sales targets while providing exceptional service. Competitive compensation and benefits offered.

Benefits

Competitive compensation

Opportunities for global partnerships

Commitment to employee well-being

Qualifications

• Minimum 3-4 years of relevant sales experience in banking/financial services.
• Strong understanding of wealth management products.
• Experience in customer service and relationship management.

Responsibilities

• Deliver Wealth Management products and services to clients.
• Achieve financial and non-financial sales targets.
• Develop sales approaches for customer retention.

Skills

Client relationship management

Sales target achievement

Cross selling

Customer portfolio management

Education

Level-2 CISI/internal accreditation

Job description

A leading financial institution is seeking a Wealth Services Consultant in Lahore, Pakistan, to manage client relationships and deliver wealth management products. The ideal candidate will have at least 3-4 years of experience in banking and must possess the necessary CISI accreditation. This role emphasizes achieving sales targets while providing exceptional service. Competitive compensation and benefits offered.