
Head Investment Advisory
7 days ago
AWT Investments Limited, Pakistan
Responsibilities:
- 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.
Qualifications: CFA Qualified Preferred
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