Wealth Relationship Manager - Shariah & Conventional

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

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.