Expert Investment Advisor

7 days ago


Islamabad, Islamabad, Pakistan beBee Careers Full time
Senior Investment Strategist

Responsibilities:

  • Presents investment proposals to high net worth clients.
  • Develops and finalizes customized investment advisory plans for each client, including portfolio development, CEO approval, and client delivery.
  • Crafts documentation for all clients in accordance with the Investment Policy Statement (IPS) and Portfolio Management Agreement (PMA).
  • Ensures timely delivery of all proposals and agreements to respective clients.
  • Negotiates final legal agreements for clients.
  • Manages fixed income and equity portfolios.
  • Maintains document liaison with the legal and operations departments.

Job Specifications

  • Qualifications: CFA qualification preferred.

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