Financial Services Associate at Excel Financial Services (Pvt.) Ltd, Lahore

A leading financial services company engaged in financial research and consultancy is looking for Financial Services Associate to join our dynamic team. Job descriptionContacting new clients and setting up meetings, within an office environment. Analysing information and preparing plans best suited to individual clients’ requirements. Designing financial strategies.

Providing clients with information on new and existing products and services. Assisting clients to make informed decisions.

Researching information from various sources, including providers of financial products.Keeping up to date with financial products and legislation. Maintaining detailed records to comply with the regulations of the Financial Services Authority (FSA).Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments. Preparing and sending out annual summaries of investment and cost details to clients.

Male and female candidates are encouraged to apply by sending their CV along with a cover letter at:

Excel Financial Services (Pvt.) Ltd. Lahore.
Tel: // Fax: +92-42-35787765 // Email: mas_995@hotmail.com.

Contact Person: Mr. Syed Muqarrab Ali Shah.
Cell: 0333 463 9361 URL: www.excelfsl.com.

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