Premium Portfolio Executive

Full Time
  • Full Time
  • Karachi

Website Meezan Bank Limited

Meezan Bank, Pakistan's first and largest Islamic bank, is one of the fastest growing financial institutions in the banking sector of the country. With its Vision of establishing ‘Islamic banking as banking of first choice’ – the Bank commenced operations in 2002, after being issued the first-ever Islamic commercial banking license by the State Bank of Pakistan. Meezan Bank has an impressive growth rate, excellent credit rating and a strong Shariah Advisory board including reputed scholars from around the world.

Company: Meezan Bank Limited

Location: Karachi, Pakistan

Type: Full Time/Permanent

Shift: First Shift (Day)

Career Level: Entry Level

Gender: No Preference

Degree: Bachelor’s

As a Premium Portfolio Executive at Meezan Bank Limited, you will be responsible for managing and serving the premium customer portfolio of the bank. This is an entry-level position that requires a Bachelor’s degree.

Responsibilities:

  1. Manage and develop relationships with premium customers, including high-net-worth individuals and businesses.
  2. Provide personalized banking services and solutions to meet the unique financial needs of premium customers.
  3. Identify and analyze customer financial objectives, risk appetite, and investment preferences.
  4. Advise customers on a range of banking products and services, including investments, loans, and wealth management solutions.
  5. Cross-sell and upsell relevant banking products and services to enhance the customer relationship.
  6. Collaborate with internal teams, such as wealth management, investment advisory, and credit, to deliver comprehensive solutions to customers.
  7. Monitor and review the performance of customers’ accounts, investments, and loans.
  8. Stay updated with market trends, regulatory changes, and financial products to provide accurate and timely advice to customers.
  9. Build a strong referral network and generate new business opportunities within the premium segment.
  10. Ensure compliance with banking regulations, internal policies, and ethical standards.

Requirements:

  1. Bachelor’s degree in a relevant field, such as Finance, Business Administration, or Economics.
  2. Strong communication and interpersonal skills.
  3. Excellent relationship management abilities.
  4. Knowledge of financial products, investment strategies, and banking services.
  5. Analytical mindset with the ability to assess customer needs and provide tailored solutions.
  6. Ability to work independently and in a team environment.
  7. Proficiency in using banking software and systems.
  8. Strong ethical standards and attention to detail.
  9. Prior experience in banking, wealth management, or a related field is preferred but not mandatory for entry-level positions.
  10. Relevant certifications such as Certified Financial Planner (CFP) or Chartered Wealth Manager (CWM) are a plus.

To apply for the position of Premium Portfolio Executive at Meezan Bank Limited, please follow the company’s designated application process.

https://lnkd.in/dfeMHSaX

To apply for this job please visit lnkd.in.

Related Jobs
  • Utopia Industries (Private) Ltd.
    Full Time
    Karachi

    Job Title: Assistant Producer Company: Utopia Industries (Private) Ltd. Location: Utopia Head Office, Karachi, Sindh Working Hours: 09:00 AM to 06:00 PM, Monday to Saturday (Alternate Saturdays On) Job Overview: Utopia Industries is seeking a dedica
  • Bulleh Shah Packaging Pvt. Ltd.
    Full Time
    Peshawar

    Are you a driven and goal-oriented professional seeking an exciting opportunity to lead sales operations in Peshawar? Packages Group is currently hiring for the position of Territory In Charge, and we invite individuals with a passion fo
  • Crescent Bahuman Ltd.
    Full Time
    Lahore

    Job Opportunity: Creative Designer Company Overview: Crescent Bahüman is a forward-thinking company that values creativity and innovation. We are currently expanding our team and are looking for a talented Creative Designer to join us in our pursui