Wealth Services

Sundaram Finance; Zhob; Vor Ort; PKR 1.800.000 - 3.600.000; Vollzeit

Zusammenfassung

Sundaram Finance Limited is seeking a Wealth Manager/Senior Wealth Manager to proactively engage clients, assess goals, risk appetite, and investment preferences across asset classes.

You will drive AUM growth, conduct portfolio reviews, and coordinate with group experts to deliver holistic financial solutions including lending and insurance, while maintaining strong client relationships. This role reports to Regional Head/Head of Wealth and requires 2–12 years of experience.

Qualifikationen

• Postgraduate degree in finance or economics or MBA.
• Certifications such as NISM, AMFI, CFP preferred.
• Strong financial analysis and portfolio management skills.
• Good understanding of regulatory requirements and market dynamics.

Aufgaben

• Proactively engage clients to assess financial goals and risk appetite.
• Offer tailored investment solutions across asset classes and products.
• Conduct regular portfolio reviews and performance updates.
• Support growth strategies and revenue targets with senior managers.
• Leverage existing client base to deepen relationships and grow AUM.
• Drive business growth by acquiring new clients via referrals and networking.
• Address clients' broader financial needs including lending and insurance.
• Maximize revenue from client portfolios and maintain retention.
• Contribute to business development plans and client acquisition targets.
• Act as primary relationship holder for holistic financial management.
• Collaborate with group experts to deliver integrated financial solutions.

Kenntnisse

Client relationship management

Financial analysis

Portfolio management

Advisory services

Regulatory knowledge

Market dynamics

Communication & negotiation

Ausbildung

Postgraduate degree in Finance/Economics or MBA

Certifications: NISM/AMFI/CFP

Jobbeschreibung

Designation : Wealth Manager/Senior Wealth Manager

Experience: 2 to 12 Years

Reportsto: Regional Head/ Head of Wealth

KeyResult Areas:

• Proactivelyengage with clients to assess their financial goals, risk appetite, andinvestment preferences.
• Offertailored investment solutions across asset classes, including equity, debt, MF,PMS, insurance, and structured products
• Conductregular portfolio reviews and performance updates to ensure alignment withclient objectives.
• Supportsenior managers in executing growth strategies and achieving revenue targets.
• Leveragethe group's existing customer base e.g., CV/PV dealers & fleet owners;develop investment solutions within this captive base to deepen clientrelations & expand AUM.
• Drivebusiness growth by acquiring new clients through referrals and networking,while addressing clients' broader financial requirements (lending, insurance)by leveraging group expertise.
• DriveAUM growth and maximize revenue from client portfolios
• Maintainstrong client retention, solid satisfaction scores, and foster client referrals
• Support in executing business development plans bymeeting and client acquisition targets set as part of the overall strategy
• Actas the primary relationship holder, addressing clients' holistic financialmanagement needs—including investments, lending, and insurance—by leveragingsubject matter experts from the group
• Supportteam efforts and contribute to overall organizational objectives

Knowledge,Skills & Experience

• Postgraduate degree in Finance, Economics, orrelated fields (e.g., MBA
• Relevant certifications (NISM, AMFI, CFP) arehighly preferred
• Proficiency in financial analysis, portfoliomanagement, and advisory services
• Good understanding of regulatory requirementsand market dynamics

Soft Skills:

• Strong communication, negotiation, andrelationship management skills
• Ability to work independently andcollaboratively within a team