Head Investment Advisory

4 weeks ago

Islamabad, Islamabad, Pakistan AWT Investments Limited Full time
Head Investment Advisory
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.
Job Specification

Qualifications: CFA Qualified Preferred

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