Posted Aug 01, 2026 64 views
We are looking for a motivated and results-oriented professional to lead a team of Wealth Managers in the retail investment sector. The successful candidate will be responsible for driving retail sales growth, expanding the client base, and nurturing strong relationships with both existing and potential investors. This position demands a proactive leader who can engage directly with clients, manage team performance effectively, and collaborate with senior management to achieve business goals.
Key Responsibilities
Lead and manage a team of Wealth Managers to consistently achieve or surpass sales targets. Drive retail sales initiatives and expand the client portfolio through active business development efforts. Build and sustain long-term relationships with investors by understanding their financial objectives and offering customized investment solutions. Conduct daily client meetings and maintain a healthy pipeline of prospects to ensure ongoing growth. Organize and implement roadshows, client events, and promotional activities at the branch level to boost brand awareness and client engagement. Monitor team performance closely, preparing and submitting detailed sales management information system (MIS) and activity reports to senior management. Collaborate with Regional Heads and other senior leaders to align team efforts with the company’s overall business strategies and objectives.
Required Qualifications
Candidates should have between 3 to 5 years of experience in sales, wealth management, banking, investments, or financial services. Demonstrated leadership and team management skills are essential to effectively guide and motivate the team. Strong business development capabilities and relationship management expertise are critical for expanding the client base and maintaining investor satisfaction. Possession of the ICM Certification is mandatory, or candidates must be willing to obtain it within three months of joining, in compliance with SECP regulations.
Compensation
This role offers a competitive monthly salary ranging from Rs100,000 to Rs150,000, depending on experience and qualifications.
Additional Information
The position requires in-person attendance at the designated office location. Applicants will be requested to provide information about their years of experience, current or last salary, expected salary, and notice period during the application process.
This opportunity is ideal for a driven leader seeking to make a significant impact in wealth management through strategic sales leadership and exceptional client relationship management.
Skills
Job Details
BMA Capital Management
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