Assistant Vice President
Key Responsibilities
Client Management & Business Development
- Manage and grow a portfolio of high‑net‑worth individual (HNI) clients.
- Develop new client relationships to expand equity brokerage revenues.
- Maintain strong, long‑term relationships by providing timely market intelligence and superior service.
- Conduct regular client meetings, market briefings, and investment discussions.
Equity Sales & Execution Support
- Market equity ideas, research reports, and trading strategies to clients.
- Coordinate closely with trading, research, and operations teams to ensure seamless trade execution.
- Monitor client trading activity, commission flows, and revenue targets.
- Support structured trades, block trades, and special transactions where required.
Market & Research Coordination
- Act as a bridge between clients and the research team, ensuring effective dissemination of research insights.
- Stay updated on PSX-listed companies, macroeconomic trends, and sector developments.
- Provide client feedback to research and management to improve product offerings.
Compliance & Risk Management
- Ensure all sales activities comply with SECP regulations, PSX rules, and internal compliance policies.
- Adhere to KYC, AML, and client suitability requirements at all times.
- Promote ethical conduct and best practices in sales and trading activities.
Team Leadership & Reporting
- Support and mentor junior sales staff as required.
- Prepare periodic sales performance reports for senior management.
- Contribute to strategic planning initiatives for the equity sales business.
Required Qualifications & Experience
- Bachelor’s degree in Business, Finance, Economics, or a related discipline (Master’s).
- 6–10 years of relevant experience in equity sales, brokerage, or capital markets.
- Strong understanding of Pakistan Stock Exchange (PSX), listed equities, and local market dynamics.
- Existing client relationships within institutional or HNI segments will be a strong advantage.
Skills & Competencies
- Strong sales, negotiation, and relationship‑management skills
- Solid understanding of equity products and capital markets
- Excellent communication and presentation skills
- High levels of integrity and professionalism
- Ability to work under pressure in a fast‑paced trading environment
- Strong coordination and stakeholder management abilities