Wealth Manager (WM)

by Nouman YousafSep 3, 2026Jobs0 comments

Position: Wealth Manager (WM)

Experience: 0–2 Years Sales Mutual Fund/Banking/Wealth preferred

Education: Intermediate–Bachelor’s

Age: Below 25 Years

Location: Lahore | Karachi | Islamabad

Salary: Up to PKR 100K

Key Responsibilities

Achieve monthly sales targets and acquire 5–10 new clients.
Build and maintain strong client relationships.
Understand client financial goals and recommend suitable investment solutions.
Conduct 2–5 client visits and provide regular activity reports.
Make 10–15 daily client follow-up calls.
Stay updated on financial markets, investment products, and economic trends.
Maintain accurate client records and regularly update the CRM.
Ensure compliance with MUFAP regulations and company policies.
Work closely with the Area Manager for target-market evaluation, sales planning, and key deal closures.
Attend quarterly product, sales, and refresher training sessions.

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