Financial Advisor

Description

Join Askari Family Takaful as a Financial Advisor where you will play a key role in guiding clients through sound financial planning and investment strategies. This role requires an energetic and professional individual capable of managing and building a diverse client portfolio while effectively addressing customer needs through risk assessment, retirement, and insurance planning. You will work independently and lead a small team of three professionals, ensuring excellent service delivery and sustained client relationships. In this position, you will leverage your knowledge in financial and investment practices combined with your ability to understand customer requirements to recommend appropriate financial products and services. Communication skills, especially proficiency in Urdu and regional languages, will help you engage with a wide range of clients. A supportive environment with comprehensive training is provided for both fresh graduates and experienced candidates aiming to develop expertise in client relationship management and financial advisory services.

Responsibilities

• Develop and implement personalized financial plans for clients including investment, retirement, and insurance strategies.
• Evaluate clients’ financial status and propose tailored solutions to meet their financial goals.
• Manage and grow a professional client portfolio by establishing and maintaining long-term relationships.
• Lead and mentor a team of three advisors to achieve sales and service targets.
• Maintain accurate and up-to-date customer data and manage customer interactions through Salesforce.
• Assess client risk profiles to suggest appropriate risk management approaches.
• Deliver excellent customer service by responding promptly to inquiries and providing ongoing support.
• Conduct regular client meetings to review and adjust financial plans as market or personal conditions change.
• Stay informed on latest financial products, tools, and market trends to provide knowledgeable recommendations.
• Achieve individual and team sales targets while demonstrating a proactive approach to business development.
• Attend training sessions and professional development workshops to enhance advisory skills and industry knowledge.

Experience

1 Year

Apply By

Nov 7, 2026

Required Skills

• Financial Planning
• Investment Strategies
• Client Relationship Management
• Risk Management
• Retirement Planning
• Insurance Planning
• Customer Data Management
• Salesforce
• Communication
• Sales
• Customer Service
• Team Leadership

Nice to Have Skills

• Business Development