Head Investment Advisory
Job details
Head Investment Advisory
AWT Investments Limited, PakistanResponsibilities:
Make presentations for high net worth clients.
Prepare and finalize investment advisory proposals for each advisory client managed by AWTIL, including the development of portfolios, taking approval from the CEO, and final delivery to the client.
Arrange and draft required documentation for all advisory clients in accordance with the Investment Policy Statement (IPS) and portfolio management agreement (PMA).
Ensure timely delivery of all proposals and agreements to the respective clients.
Arrange final legal agreements for advisory clients.
Portfolio management: Fixed income & equities.
Prepare minutes, presentations, and manage document liaison with the legal & operations department.
Job SpecificationQualifications:CFA Qualified Preferred#J-18808-Ljbffr
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