Assistant Manager - Financial Advisory
- Recruiter
- Sanaullah & Co. Chartered Accountants
- Location
- Karachi (PK)
- Salary
- Upto 60,000 PKR per month + benefits
- Posted
- 09 Feb 2018
- Closes
- 28 Feb 2018
- Job role
- Financial analyst
- Contract type
- Permanent
- Hours
- Full time
- Experience level
- Manager
- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- analysing information and preparing plans best suited to individual clients' requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
- assisting clients to make informed decisions
- researching information from various sources, including providers of financial products
- reviewing and responding to clients changing needs and financial circumstances
- promoting and selling financial products to meet given or negotiated sales targets
- negotiating with product suppliers for the best possible rates
- liaising with head office and financial services providers
- communicating with other professionals, such as estate agents, solicitors and valuers
- keeping up to date with financial products and legislation
- producing financial reports
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
the following subjects may improve your chances:
- accountancy
- business management
- finance or financial studies
You will need to show evidence of the following:
- excellent communication, interpersonal and listening skills
- the capability to explain complex information simply and clearly
- the ability to network and establish relationships with clients
- research and analytical skills
- negotiation and influencing skills as well as determination and tenacity
- the ability to work in a team
- time management skills
- customer service skills
- self-motivation and organisation
- a good level of numeracy and IT skills
- a target-driven mindset
- a flexible approach to work
- decision-making skills
- discretion and an understanding of the need for client confidentiality
- an ethical and professional approach to work
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