Wealth Services Consultant

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

Career Opportunities: Wealth Services Consultant (7494)

Commercial Bank, founded in 1975 and headquartered in Doha, plays a vital role in Qatar’s economic development by offering a range of personal, business, government, international and investment services.

We believe in empowering our employees, providing them with opportunities for growth and professional development.

By Joining us, you’ll be part of a workplace culture that fosters innovation, supports work-life balance, and encourages you to reach your full potential.

Join us in shaping the future of banking!

Job Summary

• Acting as a Client Relationship Manager / Investment RMto deliver Wealth Management product and services to clients, with a focus on generating Wealth Sales by adopting cross sell , new client acquisition and being a trusted advisor to ensure both service excellence and profitability for the business.
• Achieve Financial and Non-Financial Sales Targets of all assigned Wealth Products
• Understand customer requirements and advise solutions based on the policies and guidelines set by the bank.
• Meet customer expectations by providing complete information and provide accurate and timely feedback.
• Provide after sales service/support to customers

Key Accountabilities

• Achieve sales targets and implement the Retail Sales Wealth Management strategy and business plans to enhance growth and performance for the business.
• Assist in the development and enhancement of Retail Sales Wealth Management offerings and value propositions, considering the regulatory and technology requirements, to ensure products are captivating to drive customer acquisition.
• Assist in the mapping of appropriate sales approaches for customers, management, and retention processes for profitable customers, and in controlling attrition, to ensure profitability targets are met.
• Identify new opportunities within expatriate and Qatari trade boundaries through broader market knowledge and relationship management to achieve growth and profitability targets.
• Manage customer portfolios by undertaking proactive outbound calls and ensuring all client queries and requests are responded to accordingly, to provide optimum service excellence and ensure customer retention.
• Attend and participate in sales meetings to ensure alignment with the Retail Sales Wealth Management team.
• Encourage clients to explore and utilize self-service channels such as mobile and online banking to assist in cost optimization and drive profitability.
• Promote the digital and new channel strategy of Retail Banking by using CB Video RM and CB Safe Id platforms on all calls.
• Review daily call activity and conversion rates to business for assigned customer portfolios and customer leads, to improve performance and achieve set unit targets.
• Regularly collect and update detailed information about clients as per standard formats and guidelines to ensure that the client database is always relevant for the business.

Other Accountabilities

• Recommend improvements to functional procedures and direct the implementation of instructions and controls covering specific areas of activity to ensure compliance with risk, audit, and regulatory requirements while delivering quality, cost-effective service.
• Ensure compliance with all relevant quality, health, safety, and environmental management procedures and controls within defined areas of activity to guarantee employee safety, compliance, delivery of high-quality products/services, and a responsible environmental attitude.
• Prepare departmental MIS statements and report timely and accurately to meet CBQ and department requirements, policies and standards.
• Perform other related duties or assignments as directed.
• Follow the standard call scripts, recorded line process & other SOPs for submission of business.
• Meet the agreed sales target for each product and any new product as per business plan.
• Ensure daily fresh connect targets are met.
• Ensure adherence to policy and procedure.
• Responsible to capture initial comments/observations for next level review.
• Daily/Weekly/monthly reports to be shared with Unit Head
• Update WMS system regularly.

Requirements

• Level-2 CISI /internal accreditation is required to sell regulated products like Mutual Funds, Bonds, Leasing Fund, Structured notes.
• 3-4 years of relevant sales experience in banking / financial services industry

Why Commercial Bank

• Best Digital Bank in the Middle East 2024 by World Finance and Best Mobile Banking App in the Middle East 2024 by Global Finance.
• AnInnovation-Driven, Digital-First Environment where employees work with the latest tools and technologies to redefine banking
• Opportunities for Global Partnerships & International Exposure, connecting employees with global networks and perspectives.A focus on Employee Well-being & Work-Life Balance, ensuring a healthy and supportive environment for all team members
• Competitive Compensation & Benefits that ensure our employees are rewarded for their dedication and performance
• Astrong Commitment to Diversity, Equity & Inclusion, fostering a culture that values every individual’s unique perspective. At Commercial Bank, we don’t just offer careers, We shape futures by pioneeringdigital transformation in Qatar’s banking sector, blending digital-first approach to redefine banking through innovative solutions.
  Disclaimer:
  We appreciate your interest in joining CBQ! Please note that only selected candidates will be contacted for further steps in the hiring process. This job posting is for informational purposes only, and CBQ reserves the right to modify, withdraw, or close it at any time without notice.