Financial Advisor Job in Pakistan
Axsium Holdings , Pakistan

< 1 Year
15,000 - 50,000 PKR
Job Type
Job Shift
Job Category
Requires Traveling
Career Level
Total Vacancies
5 Jobs
Posted on
Jul 30, 2020
Last Date
Oct 30, 2020

Job Description

Financial Advisor Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Job Specification

Financial Advisor Requirements:

  • Matric / F.A/ FSc/ Bachelor degree in business, finance or related field.
  • 1-2 years of sales experience.
  • Knowledge of mutual fund, securities, and banking industry would be a plus.
  • Proficient in MS Office
  • Strong communications skills
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial advice.

Axsium Holdings

Financial Services - Multan, Pakistan
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